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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 | $6,857 | $102,595-93.3% | $94,057-92.7% | $154,746-95.6% |
| Participation rate | 15.0% | 76.0%-61.0pp | 73.3%-58.3pp | 80.7%-65.7pp |
| Annual return | 33.39% | 583.42%-550.0pp | 480.62%-447.2pp | 172.34%-138.9pp |
| Employer contribution / active EE | $0 | $3,147-100.0% | $2,933-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $514 | $5,118-90.0% | $4,709-89.1% | $6,730-92.4% |
| Admin fee / account holder | $54 | $7,736-99.3% | $7,244-99.3% | $14,365-99.6% |