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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 | $8,209 | $96,678-91.5% | $86,640-90.5% | $139,466-94.1% |
| Participation rate | 14.3% | 74.4%-60.1pp | 71.7%-57.4pp | 80.3%-66.0pp |
| Annual return | 43.22% | 106.69%-63.5pp | 592.52%-549.3pp | 373.66%-330.4pp |
| Employer contribution / active EE | $0 | $3,265-100.0% | $3,024-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $735 | $4,837-84.8% | $4,438-83.4% | $6,712-89.1% |
| Admin fee / account holder | $64 | $6,410-99.0% | $5,616-98.9% | $11,409-99.4% |