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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 | $4,914 | $72,071-93.2% | $68,368-92.8% | $137,256-96.4% |
| Participation rate | 9.1% | 76.2%-67.1pp | 73.8%-64.7pp | 80.0%-70.9pp |
| Annual return | 26.83% | 353.14%-326.3pp | 292.57%-265.7pp | 220.34%-193.5pp |
| Employer contribution / active EE | $53 | $2,788-98.1% | $2,649-98.0% | $4,156-98.7% |
| Participant deferral / active EE | $213 | $4,410-95.2% | $4,123-94.8% | $6,407-96.7% |
| Admin fee / account holder | $31 | $5,336-99.4% | $5,150-99.4% | $12,270-99.8% |