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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 | $10,860 | $61,125-82.2% | $94,057-88.5% | $87,485-87.6% |
| Participation rate | 3.0% | 64.1%-61.0pp | 73.3%-70.3pp | 68.9%-65.9pp |
| Annual return | 35.08% | 35.20%-0.1pp | 480.62%-445.5pp | 26.06%+9.0pp |
| Employer contribution / active EE | $0 | $2,136-100.0% | $2,933-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $168 | $3,260-94.8% | $4,709-96.4% | $4,274-96.1% |
| Admin fee / account holder | $73 | $5,629-98.7% | $7,244-99.0% | $7,775-99.1% |