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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 | $6,857 | $72,071-90.5% | $68,368-90.0% | $137,256-95.0% |
| Participation rate | 15.0% | 76.2%-61.2pp | 73.8%-58.8pp | 80.0%-65.0pp |
| Annual return | 33.39% | 353.14%-319.8pp | 292.57%-259.2pp | 220.34%-187.0pp |
| Employer contribution / active EE | $0 | $2,788-100.0% | $2,649-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $514 | $4,410-88.3% | $4,123-87.5% | $6,407-92.0% |
| Admin fee / account holder | $54 | $5,336-99.0% | $5,150-99.0% | $12,270-99.6% |