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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 | $3,416 | $88,754-96.2% | $81,820-95.8% | $145,877-97.7% |
| Participation rate | 9.1% | 75.1%-66.0pp | 72.4%-63.3pp | 80.3%-71.2pp |
| Annual return | 14.28% | 1031.77%-1017.5pp | 777.93%-763.7pp | 551.28%-537.0pp |
| Employer contribution / active EE | $0 | $3,085-100.0% | $2,915-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $14 | $4,648-99.7% | $4,323-99.7% | $6,691-99.8% |
| Admin fee / account holder | $37 | $8,424-99.6% | $7,391-99.5% | $13,402-99.7% |