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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 | $5,302 | $72,071-92.6% | $68,368-92.2% | $137,256-96.1% |
| Participation rate | 42.9% | 76.2%-33.4pp | 73.8%-30.9pp | 80.0%-37.1pp |
| Annual return | 16.81% | 353.14%-336.3pp | 292.57%-275.8pp | 220.34%-203.5pp |
| Employer contribution / active EE | $0 | $2,788-100.0% | $2,649-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $243 | $4,410-94.5% | $4,123-94.1% | $6,407-96.2% |
| Admin fee / account holder | $57 | $5,336-98.9% | $5,150-98.9% | $12,270-99.5% |