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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 | $2,129 | $72,071-97.0% | $68,368-96.9% | $137,256-98.4% |
| Participation rate | 30.0% | 76.2%-46.2pp | 73.8%-43.8pp | 80.0%-50.0pp |
| Annual return | 550.98% | 353.14%+197.8pp | 292.57%+258.4pp | 220.34%+330.6pp |
| Employer contribution / active EE | $0 | $2,788-100.0% | $2,649-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $539 | $4,410-87.8% | $4,123-86.9% | $6,407-91.6% |
| Admin fee / account holder | $16 | $5,336-99.7% | $5,150-99.7% | $12,270-99.9% |