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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 | $9,496 | $102,595-90.7% | $94,057-89.9% | $154,746-93.9% |
| Participation rate | 7.7% | 76.0%-68.3pp | 73.3%-65.7pp | 80.7%-73.0pp |
| Annual return | 19.21% | 583.42%-564.2pp | 480.62%-461.4pp | 172.34%-153.1pp |
| Employer contribution / active EE | $0 | $3,147-100.0% | $2,933-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $322 | $5,118-93.7% | $4,709-93.2% | $6,730-95.2% |
| Admin fee / account holder | $100 | $7,736-98.7% | $7,244-98.6% | $14,365-99.3% |