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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 | $11,465 | $70,366-83.7% | $66,674-82.8% | $138,895-91.7% |
| Participation rate | 4.2% | 76.2%-72.0pp | 73.7%-69.5pp | 79.9%-75.8pp |
| Annual return | 31.68% | 386.41%-354.7pp | 321.24%-289.6pp | 145.39%-113.7pp |
| Employer contribution / active EE | $0 | $2,765-100.0% | $2,620-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $159 | $4,374-96.4% | $4,084-96.1% | $6,396-97.5% |
| Admin fee / account holder | $66 | $5,262-98.7% | $5,098-98.7% | $12,562-99.5% |