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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,661 | $88,778-95.9% | $81,844-95.5% | $145,884-97.5% |
| Participation rate | 28.6% | 75.1%-46.5pp | 72.4%-43.8pp | 80.3%-51.7pp |
| Annual return | 14.28% | 1033.03%-1018.8pp | 778.87%-764.6pp | 551.85%-537.6pp |
| Employer contribution / active EE | $0 | $3,087-100.0% | $2,916-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $40 | $4,648-99.1% | $4,323-99.1% | $6,690-99.4% |
| Admin fee / account holder | $40 | $8,430-99.5% | $7,355-99.5% | $13,392-99.7% |