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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 | $6,300 | $96,388-93.5% | $80,627-92.2% | $139,466-95.5% |
| Participation rate | 0.0% | 73.6%-73.6pp | 67.0%-67.0pp | 80.3%-80.3pp |
| Annual return | 16.68% | 1352.08%-1335.4pp | 936.76%-920.1pp | 373.66%-357.0pp |
| Employer contribution / active EE | $299 | $3,260-90.8% | $2,723-89.0% | $4,754-93.7% |
| Participant deferral / active EE | $299 | $5,224-94.3% | $4,443-93.3% | $6,712-95.5% |
| Admin fee / account holder | $44 | $6,603-99.3% | $5,381-99.2% | $11,409-99.6% |