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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 | $110,039-94.2% | $97,260-93.5% | $145,884-95.7% |
| Participation rate | 20.0% | 75.9%-55.9pp | 72.7%-52.7pp | 80.3%-60.3pp |
| Annual return | 16.14% | 244.44%-228.3pp | 75.54%-59.4pp | 551.85%-535.7pp |
| Employer contribution / active EE | $0 | $3,074-100.0% | $2,721-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $418 | $4,674-91.1% | $4,262-90.2% | $6,690-93.7% |
| Admin fee / account holder | $80 | $6,204-98.7% | $5,640-98.6% | $13,392-99.4% |