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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 | $7,653 | $58,234-86.9% | $81,783-90.6% | $80,874-90.5% |
| Participation rate | 13.2% | 63.4%-50.3pp | 72.4%-59.2pp | 67.6%-54.5pp |
| Annual return | 14.87% | 41.70%-26.8pp | 775.05%-760.2pp | 35.62%-20.7pp |
| Employer contribution / active EE | $116 | $2,341-95.1% | $2,913-96.0% | $2,756-95.8% |
| Participant deferral / active EE | $115 | $3,283-96.5% | $4,320-97.3% | $4,297-97.3% |
| Admin fee / account holder | $219 | $4,982-95.6% | $7,380-97.0% | $6,935-96.8% |