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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 | $7,261 | $162,529-95.5% | $130,788-94.4% | $154,746-95.3% |
| Participation rate | 8.3% | 75.9%-67.5pp | 70.1%-61.8pp | 80.7%-72.4pp |
| Annual return | 36.32% | 510.48%-474.2pp | 386.44%-350.1pp | 172.34%-136.0pp |
| Employer contribution / active EE | $0 | $4,447-100.0% | $3,558-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $297 | $4,808-93.8% | $4,137-92.8% | $6,730-95.6% |
| Admin fee / account holder | $41 | $7,669-99.5% | $6,673-99.4% | $14,365-99.7% |