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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 | $7,729 | $95,601-91.9% | $77,183-90.0% | $139,456-94.5% |
| Participation rate | 11.1% | 74.0%-62.8pp | 69.6%-58.5pp | 80.3%-69.2pp |
| Annual return | 18.29% | 54.96%-36.7pp | 37.89%-19.6pp | 373.45%-355.2pp |
| Employer contribution / active EE | $0 | $3,145-100.0% | $2,534-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $325 | $4,623-93.0% | $3,833-91.5% | $6,711-95.2% |
| Admin fee / account holder | $94 | $8,302-98.9% | $5,475-98.3% | $11,407-99.2% |