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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 | $7,305 | $85,024-91.4% | $70,544-89.6% | $139,466-94.8% |
| Participation rate | 57.1% | 73.9%-16.8pp | 68.4%-11.2pp | 80.3%-23.2pp |
| Annual return | 0.00% | 30.39%-30.4pp | 32.79%-32.8pp | 373.66%-373.7pp |
| Employer contribution / active EE | $287 | $3,912-92.7% | $2,976-90.4% | $4,754-94.0% |
| Participant deferral / active EE | $485 | $5,891-91.8% | $4,568-89.4% | $6,712-92.8% |
| Admin fee / account holder | $0 | $8,928-100.0% | $6,427-100.0% | $11,409-100.0% |