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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 | $4,698 | $70,366-93.3% | $66,674-93.0% | $138,895-96.6% |
| Participation rate | 25.0% | 76.2%-51.2pp | 73.7%-48.7pp | 79.9%-54.9pp |
| Annual return | 25.36% | 386.41%-361.0pp | 321.24%-295.9pp | 145.39%-120.0pp |
| Employer contribution / active EE | $0 | $2,765-100.0% | $2,620-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $350 | $4,374-92.0% | $4,084-91.4% | $6,396-94.5% |
| Admin fee / account holder | $44 | $5,262-99.2% | $5,098-99.1% | $12,562-99.6% |