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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 | $4,612 | $70,366-93.4% | $66,674-93.1% | $138,895-96.7% |
| Participation rate | 13.3% | 76.2%-62.8pp | 73.7%-60.3pp | 79.9%-66.6pp |
| Annual return | 17.52% | 386.41%-368.9pp | 321.24%-303.7pp | 145.39%-127.9pp |
| Employer contribution / active EE | $0 | $2,765-100.0% | $2,620-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $97 | $4,374-97.8% | $4,084-97.6% | $6,396-98.5% |
| Admin fee / account holder | $49 | $5,262-99.1% | $5,098-99.0% | $12,562-99.6% |