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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 | $11,803 | $70,366-83.2% | $66,674-82.3% | $138,895-91.5% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.7%-23.7pp | 79.9%-29.9pp |
| Annual return | 17.43% | 386.41%-369.0pp | 321.24%-303.8pp | 145.39%-128.0pp |
| Employer contribution / active EE | $7 | $2,765-99.7% | $2,620-99.7% | $4,194-99.8% |
| Participant deferral / active EE | $9 | $4,374-99.8% | $4,084-99.8% | $6,396-99.9% |
| Admin fee / account holder | $0 | $5,262-100.0% | $5,098-100.0% | $12,562-100.0% |