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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 | $6,143 | $72,446-91.5% | $67,561-90.9% | $145,877-95.8% |
| Participation rate | 28.6% | 76.9%-48.3pp | 72.9%-44.3pp | 80.3%-51.7pp |
| Annual return | 26.46% | 7211.98%-7185.5pp | 3525.44%-3499.0pp | 551.28%-524.8pp |
| Employer contribution / active EE | $0 | $3,072-100.0% | $2,735-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $115 | $4,785-97.6% | $4,003-97.1% | $6,691-98.3% |
| Admin fee / account holder | $16 | $5,541-99.7% | $4,006-99.6% | $13,402-99.9% |