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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 | $8,862 | $102,595-91.4% | $94,057-90.6% | $154,746-94.3% |
| Participation rate | 8.3% | 76.0%-67.7pp | 73.3%-65.0pp | 80.7%-72.4pp |
| Annual return | 46.24% | 583.42%-537.2pp | 480.62%-434.4pp | 172.34%-126.1pp |
| Employer contribution / active EE | $0 | $3,147-100.0% | $2,933-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $490 | $5,118-90.4% | $4,709-89.6% | $6,730-92.7% |
| Admin fee / account holder | $50 | $7,736-99.4% | $7,244-99.3% | $14,365-99.7% |