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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 | $8,512 | $162,529-94.8% | $130,788-93.5% | $154,746-94.5% |
| Participation rate | 12.5% | 75.9%-63.4pp | 70.1%-57.6pp | 80.7%-68.2pp |
| Annual return | 18.85% | 510.48%-491.6pp | 386.44%-367.6pp | 172.34%-153.5pp |
| Employer contribution / active EE | $0 | $4,447-100.0% | $3,558-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $0 | $4,808-100.0% | $4,137-100.0% | $6,730-100.0% |
| Admin fee / account holder | $63 | $7,669-99.2% | $6,673-99.1% | $14,365-99.6% |