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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 | $9,526 | $103,008-90.8% | $90,304-89.5% | $152,897-93.8% |
| Participation rate | 8.7% | 75.9%-67.2pp | 73.3%-64.6pp | 82.5%-73.8pp |
| Annual return | 25.97% | 95.22%-69.3pp | 78.13%-52.2pp | 345.43%-319.5pp |
| Employer contribution / active EE | $0 | $3,139-100.0% | $2,855-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $512 | $4,281-88.0% | $3,885-86.8% | $5,851-91.3% |
| Admin fee / account holder | $94 | $6,175-98.5% | $5,354-98.2% | $11,599-99.2% |