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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 | $3,364 | $70,366-95.2% | $66,674-95.0% | $138,895-97.6% |
| Participation rate | 10.0% | 76.2%-66.2pp | 73.7%-63.7pp | 79.9%-69.9pp |
| Annual return | 34.59% | 386.41%-351.8pp | 321.24%-286.7pp | 145.39%-110.8pp |
| Employer contribution / active EE | $0 | $2,765-100.0% | $2,620-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $319 | $4,374-92.7% | $4,084-92.2% | $6,396-95.0% |
| Admin fee / account holder | $19 | $5,262-99.6% | $5,098-99.6% | $12,562-99.8% |