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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 | $8,616 | $90,489-90.5% | $76,051-88.7% | $145,978-94.1% |
| Participation rate | 50.0% | 74.5%-24.5pp | 69.1%-19.1pp | 80.3%-30.3pp |
| Annual return | 8.47% | 622.78%-614.3pp | 360.42%-351.9pp | 550.52%-542.0pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $2,690-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $431 | $5,164-91.7% | $4,257-89.9% | $6,690-93.6% |
| Admin fee / account holder | $145 | $8,374-98.3% | $6,416-97.7% | $13,400-98.9% |