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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 | $8,644 | $72,426-88.1% | $67,560-87.2% | $145,897-94.1% |
| Participation rate | 8.3% | 76.9%-68.6pp | 72.9%-64.6pp | 80.3%-72.0pp |
| Annual return | 9.46% | 7226.78%-7217.3pp | 3533.50%-3524.0pp | 552.29%-542.8pp |
| Employer contribution / active EE | $0 | $3,074-100.0% | $2,737-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $120 | $4,785-97.5% | $4,004-97.0% | $6,689-98.2% |
| Admin fee / account holder | $88 | $5,514-98.4% | $3,994-97.8% | $13,390-99.3% |