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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 | $4,977 | $67,823-92.7% | $52,425-90.5% | $137,256-96.4% |
| Participation rate | 5.9% | 63.9%-58.0pp | 55.6%-49.7pp | 80.0%-74.1pp |
| Annual return | 23.98% | 219.11%-195.1pp | 302.12%-278.1pp | 220.34%-196.4pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $914-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $149 | $2,288-93.5% | $1,790-91.7% | $6,407-97.7% |
| Admin fee / account holder | $25 | $2,844-99.1% | $2,495-99.0% | $12,270-99.8% |