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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 | $2,264 | $70,366-96.8% | $66,674-96.6% | $138,895-98.4% |
| Participation rate | 26.7% | 76.2%-49.5pp | 73.7%-47.0pp | 79.9%-53.3pp |
| Annual return | 19.30% | 386.41%-367.1pp | 321.24%-301.9pp | 145.39%-126.1pp |
| Employer contribution / active EE | $0 | $2,765-100.0% | $2,620-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $277 | $4,374-93.7% | $4,084-93.2% | $6,396-95.7% |
| Admin fee / account holder | $99 | $5,262-98.1% | $5,098-98.1% | $12,562-99.2% |