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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 | $5,915 | $88,754-93.3% | $81,820-92.8% | $145,877-95.9% |
| Participation rate | 33.3% | 75.1%-41.7pp | 72.4%-39.1pp | 80.3%-47.0pp |
| Annual return | 12.20% | 1031.77%-1019.6pp | 777.93%-765.7pp | 551.28%-539.1pp |
| Employer contribution / active EE | $0 | $3,085-100.0% | $2,915-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $402 | $4,648-91.3% | $4,323-90.7% | $6,691-94.0% |
| Admin fee / account holder | $81 | $8,424-99.0% | $7,391-98.9% | $13,402-99.4% |