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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 | $9,599 | $72,071-86.7% | $68,368-86.0% | $137,256-93.0% |
| Participation rate | 12.5% | 76.2%-63.7pp | 73.8%-61.3pp | 80.0%-67.5pp |
| Annual return | 23.40% | 353.14%-329.7pp | 292.57%-269.2pp | 220.34%-196.9pp |
| Employer contribution / active EE | $0 | $2,788-100.0% | $2,649-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $338 | $4,410-92.3% | $4,123-91.8% | $6,407-94.7% |
| Admin fee / account holder | $92 | $5,336-98.3% | $5,150-98.2% | $12,270-99.3% |