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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 | $8,277 | $162,529-94.9% | $130,788-93.7% | $154,746-94.7% |
| Participation rate | 15.8% | 75.9%-60.1pp | 70.1%-54.3pp | 80.7%-64.9pp |
| Annual return | 23.45% | 510.48%-487.0pp | 386.44%-363.0pp | 172.34%-148.9pp |
| Employer contribution / active EE | $0 | $4,447-100.0% | $3,558-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $368 | $4,808-92.3% | $4,137-91.1% | $6,730-94.5% |
| Admin fee / account holder | $84 | $7,669-98.9% | $6,673-98.7% | $14,365-99.4% |