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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 | $7,334 | $102,595-92.9% | $94,057-92.2% | $154,746-95.3% |
| Participation rate | 6.7% | 76.0%-69.3pp | 73.3%-66.7pp | 80.7%-74.0pp |
| Annual return | 16.17% | 583.42%-567.3pp | 480.62%-464.5pp | 172.34%-156.2pp |
| Employer contribution / active EE | $0 | $3,147-100.0% | $2,933-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $0 | $5,118-100.0% | $4,709-100.0% | $6,730-100.0% |
| Admin fee / account holder | $0 | $7,736-100.0% | $7,244-100.0% | $14,365-100.0% |