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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 | $3,737 | $72,071-94.8% | $68,368-94.5% | $137,256-97.3% |
| Participation rate | 28.6% | 76.2%-47.7pp | 73.8%-45.2pp | 80.0%-51.4pp |
| Annual return | 27.94% | 353.14%-325.2pp | 292.57%-264.6pp | 220.34%-192.4pp |
| Employer contribution / active EE | $0 | $2,788-100.0% | $2,649-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $402 | $4,410-90.9% | $4,123-90.3% | $6,407-93.7% |
| Admin fee / account holder | $34 | $5,336-99.4% | $5,150-99.3% | $12,270-99.7% |