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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 | $72,071-87.7% | $68,368-87.0% | $137,256-93.5% |
| Participation rate | 8.3% | 76.2%-67.9pp | 73.8%-65.4pp | 80.0%-71.6pp |
| Annual return | 46.24% | 353.14%-306.9pp | 292.57%-246.3pp | 220.34%-174.1pp |
| Employer contribution / active EE | $0 | $2,788-100.0% | $2,649-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $490 | $4,410-88.9% | $4,123-88.1% | $6,407-92.4% |
| Admin fee / account holder | $50 | $5,336-99.1% | $5,150-99.0% | $12,270-99.6% |