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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 | $28,821 | $118,695-75.7% | $98,916-70.9% | $158,950-81.9% |
| Participation rate | 15.4% | 77.8%-62.4pp | 76.0%-60.6pp | 82.0%-66.6pp |
| Annual return | 23.49% | 372.39%-348.9pp | 196.45%-173.0pp | 302.91%-279.4pp |
| Employer contribution / active EE | $0 | $3,333-100.0% | $2,689-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $304 | $5,088-94.0% | $4,245-92.8% | $5,983-94.9% |
| Admin fee / account holder | $12 | $10,132-99.9% | $6,642-99.8% | $11,248-99.9% |