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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 | $11,220 | $96,691-88.4% | $86,656-87.1% | $139,487-92.0% |
| Participation rate | 10.0% | 74.4%-64.4pp | 71.7%-61.7pp | 80.3%-70.3pp |
| Annual return | 25.19% | 106.87%-81.7pp | 593.09%-567.9pp | 373.84%-348.7pp |
| Employer contribution / active EE | $0 | $3,267-100.0% | $3,025-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $451 | $4,838-90.7% | $4,439-89.8% | $6,713-93.3% |
| Admin fee / account holder | $53 | $6,414-99.2% | $5,619-99.1% | $11,407-99.5% |