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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 | $10,703 | $70,366-84.8% | $66,674-83.9% | $138,895-92.3% |
| Participation rate | 12.5% | 76.2%-63.7pp | 73.7%-61.2pp | 79.9%-67.4pp |
| Annual return | 23.27% | 386.41%-363.1pp | 321.24%-298.0pp | 145.39%-122.1pp |
| Employer contribution / active EE | $0 | $2,765-100.0% | $2,620-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $454 | $4,374-89.6% | $4,084-88.9% | $6,396-92.9% |
| Admin fee / account holder | $100 | $5,262-98.1% | $5,098-98.0% | $12,562-99.2% |