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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 | $4,974 | $72,071-93.1% | $68,368-92.7% | $137,256-96.4% |
| Participation rate | 4.2% | 76.2%-72.1pp | 73.8%-69.6pp | 80.0%-75.8pp |
| Annual return | 20.82% | 353.14%-332.3pp | 292.57%-271.8pp | 220.34%-199.5pp |
| Employer contribution / active EE | $0 | $2,788-100.0% | $2,649-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $0 | $4,410-100.0% | $4,123-100.0% | $6,407-100.0% |
| Admin fee / account holder | $24 | $5,336-99.6% | $5,150-99.5% | $12,270-99.8% |