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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 | $7,360 | $96,678-92.4% | $86,640-91.5% | $139,466-94.7% |
| Participation rate | 23.8% | 74.4%-50.6pp | 71.7%-47.9pp | 80.3%-56.5pp |
| Annual return | 22.80% | 106.69%-83.9pp | 592.52%-569.7pp | 373.66%-350.9pp |
| Employer contribution / active EE | $0 | $3,265-100.0% | $3,024-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $441 | $4,837-90.9% | $4,438-90.1% | $6,712-93.4% |
| Admin fee / account holder | $62 | $6,410-99.0% | $5,616-98.9% | $11,409-99.5% |