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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 | $5,137 | $70,366-92.7% | $66,674-92.3% | $138,895-96.3% |
| Participation rate | 66.7% | 76.2%-9.5pp | 73.7%-7.0pp | 79.9%-13.3pp |
| Annual return | 15.40% | 386.41%-371.0pp | 321.24%-305.8pp | 145.39%-130.0pp |
| Employer contribution / active EE | $0 | $2,765-100.0% | $2,620-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $538 | $4,374-87.7% | $4,084-86.8% | $6,396-91.6% |
| Admin fee / account holder | $140 | $5,262-97.3% | $5,098-97.3% | $12,562-98.9% |