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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 | $149,040-95.1% | $120,225-94.0% | $137,256-94.7% |
| Participation rate | 8.3% | 75.4%-67.1pp | 69.6%-61.2pp | 80.0%-71.6pp |
| Annual return | 36.32% | 605.68%-569.4pp | 439.23%-402.9pp | 220.34%-184.0pp |
| Employer contribution / active EE | $0 | $4,350-100.0% | $3,475-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $297 | $4,655-93.6% | $3,999-92.6% | $6,407-95.4% |
| Admin fee / account holder | $41 | $6,348-99.4% | $5,696-99.3% | $12,270-99.7% |