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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 | $72,071-84.1% | $68,368-83.2% | $137,256-91.6% |
| Participation rate | 4.2% | 76.2%-72.1pp | 73.8%-69.6pp | 80.0%-75.8pp |
| Annual return | 31.68% | 353.14%-321.5pp | 292.57%-260.9pp | 220.34%-188.7pp |
| Employer contribution / active EE | $0 | $2,788-100.0% | $2,649-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $159 | $4,410-96.4% | $4,123-96.1% | $6,407-97.5% |
| Admin fee / account holder | $66 | $5,336-98.8% | $5,150-98.7% | $12,270-99.5% |