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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 | $7,533 | $68,097-88.9% | $62,929-88.0% | $137,256-94.5% |
| Participation rate | 44.4% | 77.4%-33.0pp | 73.1%-28.7pp | 80.0%-35.5pp |
| Annual return | 18.25% | 1859.11%-1840.9pp | 1063.93%-1045.7pp | 220.34%-202.1pp |
| Employer contribution / active EE | $8 | $2,811-99.7% | $2,505-99.7% | $4,156-99.8% |
| Participant deferral / active EE | $25 | $4,553-99.4% | $3,888-99.4% | $6,407-99.6% |
| Admin fee / account holder | $48 | $6,521-99.3% | $5,065-99.1% | $12,270-99.6% |