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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 | $4,342 | $81,668-94.7% | $58,507-92.6% | $139,487-96.9% |
| Participation rate | 57.1% | 61.3%-4.2pp | 50.9%+6.3pp | 80.3%-23.2pp |
| Annual return | 11.40% | 7430.07%-7418.7pp | 4252.32%-4240.9pp | 373.84%-362.4pp |
| Employer contribution / active EE | $0 | $1,398-100.0% | $1,053-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $109 | $2,554-95.7% | $1,922-94.3% | $6,713-98.4% |
| Admin fee / account holder | $297 | $3,212-90.7% | $2,486-88.0% | $11,407-97.4% |