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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 | $5,950 | $72,071-91.7% | $68,368-91.3% | $137,256-95.7% |
| Participation rate | 8.3% | 76.2%-67.9pp | 73.8%-65.4pp | 80.0%-71.6pp |
| Annual return | 15.51% | 353.14%-337.6pp | 292.57%-277.1pp | 220.34%-204.8pp |
| Employer contribution / active EE | $0 | $2,788-100.0% | $2,649-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $57 | $4,410-98.7% | $4,123-98.6% | $6,407-99.1% |
| Admin fee / account holder | $28 | $5,336-99.5% | $5,150-99.5% | $12,270-99.8% |