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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 | $4,776 | $70,366-93.2% | $66,674-92.8% | $138,895-96.6% |
| Participation rate | 14.3% | 76.2%-61.9pp | 73.7%-59.4pp | 79.9%-65.6pp |
| Annual return | 26.31% | 386.41%-360.1pp | 321.24%-294.9pp | 145.39%-119.1pp |
| Employer contribution / active EE | $0 | $2,765-100.0% | $2,620-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $307 | $4,374-93.0% | $4,084-92.5% | $6,396-95.2% |
| Admin fee / account holder | $18 | $5,262-99.7% | $5,098-99.6% | $12,562-99.9% |