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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 | $10,080 | $103,038-90.2% | $90,324-88.8% | $152,909-93.4% |
| Participation rate | 4.3% | 75.9%-71.5pp | 73.3%-68.9pp | 82.5%-78.1pp |
| Annual return | 35.95% | 95.25%-59.3pp | 78.15%-42.2pp | 345.46%-309.5pp |
| Employer contribution / active EE | $0 | $3,141-100.0% | $2,856-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $689 | $4,282-83.9% | $3,885-82.3% | $5,851-88.2% |
| Admin fee / account holder | $60 | $6,177-99.0% | $5,356-98.9% | $11,601-99.5% |