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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 | $2,057 | $70,366-97.1% | $66,674-96.9% | $138,895-98.5% |
| Participation rate | 62.5% | 76.2%-13.7pp | 73.7%-11.2pp | 79.9%-17.4pp |
| Annual return | 22.93% | 386.41%-363.5pp | 321.24%-298.3pp | 145.39%-122.5pp |
| Employer contribution / active EE | $0 | $2,765-100.0% | $2,620-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $513 | $4,374-88.3% | $4,084-87.4% | $6,396-92.0% |
| Admin fee / account holder | $20 | $5,262-99.6% | $5,098-99.6% | $12,562-99.8% |