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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 | $6,705 | $72,446-90.7% | $67,561-90.1% | $145,877-95.4% |
| Participation rate | 9.5% | 76.9%-67.3pp | 72.9%-63.4pp | 80.3%-70.8pp |
| Annual return | 17.14% | 7211.98%-7194.8pp | 3525.44%-3508.3pp | 551.28%-534.1pp |
| Employer contribution / active EE | $0 | $3,072-100.0% | $2,735-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $271 | $4,785-94.3% | $4,003-93.2% | $6,691-96.0% |
| Admin fee / account holder | $32 | $5,541-99.4% | $4,006-99.2% | $13,402-99.8% |