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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 | $5,129 | $68,097-92.5% | $62,929-91.8% | $137,256-96.3% |
| Participation rate | 56.3% | 77.4%-21.2pp | 73.1%-16.9pp | 80.0%-23.7pp |
| Annual return | 20.96% | 1859.11%-1838.2pp | 1063.93%-1043.0pp | 220.34%-199.4pp |
| Employer contribution / active EE | $0 | $2,811-100.0% | $2,505-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $684 | $4,553-85.0% | $3,888-82.4% | $6,407-89.3% |
| Admin fee / account holder | $12 | $6,521-99.8% | $5,065-99.8% | $12,270-99.9% |