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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 | $3,093 | $72,071-95.7% | $68,368-95.5% | $137,256-97.7% |
| Participation rate | 64.3% | 76.2%-12.0pp | 73.8%-9.5pp | 80.0%-15.7pp |
| Annual return | 21.49% | 353.14%-331.6pp | 292.57%-271.1pp | 220.34%-198.8pp |
| Employer contribution / active EE | $0 | $2,788-100.0% | $2,649-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $461 | $4,410-89.5% | $4,123-88.8% | $6,407-92.8% |
| Admin fee / account holder | $43 | $5,336-99.2% | $5,150-99.2% | $12,270-99.6% |