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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 | $103,000-90.8% | $90,300-89.5% | $152,885-93.8% |
| Participation rate | 8.7% | 75.9%-67.2pp | 73.3%-64.6pp | 82.5%-73.8pp |
| Annual return | 25.97% | 95.19%-69.2pp | 78.11%-52.1pp | 345.39%-319.4pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $2,854-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $512 | $4,281-88.0% | $3,884-86.8% | $5,851-91.3% |
| Admin fee / account holder | $94 | $6,173-98.5% | $5,353-98.2% | $11,598-99.2% |