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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 | $14,950 | $96,678-84.5% | $86,640-82.7% | $139,466-89.3% |
| Participation rate | 7.7% | 74.4%-66.7pp | 71.7%-64.0pp | 80.3%-72.6pp |
| Annual return | 22.12% | 106.69%-84.6pp | 592.52%-570.4pp | 373.66%-351.5pp |
| Employer contribution / active EE | $0 | $3,265-100.0% | $3,024-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $128 | $4,837-97.4% | $4,438-97.1% | $6,712-98.1% |
| Admin fee / account holder | $30 | $6,410-99.5% | $5,616-99.5% | $11,409-99.7% |