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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 | $8,327 | $100,203-91.7% | $85,240-90.2% | $145,897-94.3% |
| Participation rate | 23.1% | 74.1%-51.0pp | 67.5%-44.5pp | 80.3%-57.2pp |
| Annual return | 12.96% | 84.28%-71.3pp | 66.75%-53.8pp | 552.29%-539.3pp |
| Employer contribution / active EE | $0 | $3,242-100.0% | $2,735-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $426 | $5,299-92.0% | $4,527-90.6% | $6,689-93.6% |
| Admin fee / account holder | $202 | $7,265-97.2% | $6,165-96.7% | $13,390-98.5% |