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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 | $76,368-90.1% | $67,681-88.9% | $154,746-95.1% |
| Participation rate | 44.4% | 79.0%-34.5pp | 73.7%-29.3pp | 80.7%-36.3pp |
| Annual return | 18.25% | 1066.77%-1048.5pp | 590.58%-572.3pp | 172.34%-154.1pp |
| Employer contribution / active EE | $8 | $3,151-99.8% | $2,678-99.7% | $4,379-99.8% |
| Participant deferral / active EE | $25 | $4,824-99.5% | $3,976-99.4% | $6,730-99.6% |
| Admin fee / account holder | $48 | $8,559-99.4% | $6,100-99.2% | $14,365-99.7% |