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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 | $27,919 | $92,743-69.9% | $82,744-66.3% | $134,532-79.2% |
| Participation rate | 9.1% | 75.2%-66.1pp | 72.6%-63.5pp | 81.2%-72.1pp |
| Annual return | 1.50% | 946.63%-945.1pp | 702.22%-700.7pp | 418.27%-416.8pp |
| Employer contribution / active EE | $29 | $3,273-99.1% | $3,008-99.0% | $4,741-99.4% |
| Participant deferral / active EE | $134 | $4,802-97.2% | $4,395-97.0% | $6,401-97.9% |
| Admin fee / account holder | $0 | $5,977-100.0% | $5,325-100.0% | $11,429-100.0% |