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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 | $3,711 | $88,754-95.8% | $81,820-95.5% | $145,877-97.5% |
| Participation rate | 69.2% | 75.1%-5.8pp | 72.4%-3.2pp | 80.3%-11.1pp |
| Annual return | 11.58% | 1031.77%-1020.2pp | 777.93%-766.3pp | 551.28%-539.7pp |
| Employer contribution / active EE | $0 | $3,085-100.0% | $2,915-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $614 | $4,648-86.8% | $4,323-85.8% | $6,691-90.8% |
| Admin fee / account holder | $19 | $8,424-99.8% | $7,391-99.7% | $13,402-99.9% |