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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 | $6,337 | $109,967-94.2% | $97,197-93.5% | $145,877-95.7% |
| Participation rate | 20.0% | 76.0%-56.0pp | 72.7%-52.7pp | 80.3%-60.3pp |
| Annual return | 16.14% | 244.27%-228.1pp | 75.47%-59.3pp | 551.28%-535.1pp |
| Employer contribution / active EE | $0 | $3,077-100.0% | $2,723-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $418 | $4,676-91.1% | $4,263-90.2% | $6,691-93.7% |
| Admin fee / account holder | $80 | $6,199-98.7% | $5,637-98.6% | $13,402-99.4% |