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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 | $6,908 | $102,595-93.3% | $94,057-92.7% | $154,746-95.5% |
| Participation rate | 23.8% | 76.0%-52.2pp | 73.3%-49.5pp | 80.7%-56.9pp |
| Annual return | 14.18% | 583.42%-569.2pp | 480.62%-466.4pp | 172.34%-158.2pp |
| Employer contribution / active EE | $0 | $3,147-100.0% | $2,933-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $795 | $5,118-84.5% | $4,709-83.1% | $6,730-88.2% |
| Admin fee / account holder | $91 | $7,736-98.8% | $7,244-98.7% | $14,365-99.4% |