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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 | $8,942 | $96,388-90.7% | $80,627-88.9% | $139,466-93.6% |
| Participation rate | 18.2% | 73.6%-55.5pp | 67.0%-48.8pp | 80.3%-62.2pp |
| Annual return | 16.50% | 1352.08%-1335.6pp | 936.76%-920.3pp | 373.66%-357.2pp |
| Employer contribution / active EE | $0 | $3,260-100.0% | $2,723-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $652 | $5,224-87.5% | $4,443-85.3% | $6,712-90.3% |
| Admin fee / account holder | $36 | $6,603-99.5% | $5,381-99.3% | $11,409-99.7% |