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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 | $3,763 | $70,366-94.7% | $66,674-94.4% | $138,895-97.3% |
| Participation rate | 62.5% | 76.2%-13.7pp | 73.7%-11.2pp | 79.9%-17.4pp |
| Annual return | 13.81% | 386.41%-372.6pp | 321.24%-307.4pp | 145.39%-131.6pp |
| Employer contribution / active EE | $0 | $2,765-100.0% | $2,620-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $92 | $4,374-97.9% | $4,084-97.7% | $6,396-98.6% |
| Admin fee / account holder | $66 | $5,262-98.7% | $5,098-98.7% | $12,562-99.5% |