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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 | $9,949 | $90,530-89.0% | $76,030-86.9% | $145,897-93.2% |
| Participation rate | 25.0% | 74.4%-49.4pp | 69.1%-44.1pp | 80.3%-55.3pp |
| Annual return | 11.23% | 625.08%-613.9pp | 361.54%-350.3pp | 552.29%-541.1pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $2,688-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,078 | $5,164-79.1% | $4,257-74.7% | $6,689-83.9% |
| Admin fee / account holder | $86 | $8,383-99.0% | $6,421-98.7% | $13,390-99.4% |