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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 | $17,969 | $72,071-75.1% | $68,368-73.7% | $137,256-86.9% |
| Participation rate | 5.3% | 76.2%-71.0pp | 73.8%-68.5pp | 80.0%-74.7pp |
| Annual return | 21.58% | 353.14%-331.6pp | 292.57%-271.0pp | 220.34%-198.8pp |
| Employer contribution / active EE | $0 | $2,788-100.0% | $2,649-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $239 | $4,410-94.6% | $4,123-94.2% | $6,407-96.3% |
| Admin fee / account holder | $152 | $5,336-97.2% | $5,150-97.0% | $12,270-98.8% |