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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 | $6,578 | $69,248-90.5% | $64,101-89.7% | $139,466-95.3% |
| Participation rate | 7.7% | 75.6%-67.9pp | 72.3%-64.6pp | 80.3%-72.6pp |
| Annual return | 16.94% | 45.95%-29.0pp | 33.72%-16.8pp | 373.66%-356.7pp |
| Employer contribution / active EE | $0 | $3,185-100.0% | $2,749-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $107 | $4,682-97.7% | $3,881-97.3% | $6,712-98.4% |
| Admin fee / account holder | $57 | $4,247-98.7% | $3,070-98.1% | $11,409-99.5% |