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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 | $6,008 | $69,118-91.3% | $53,647-88.8% | $138,895-95.7% |
| Participation rate | 6.3% | 64.0%-57.7pp | 56.3%-50.0pp | 79.9%-73.7pp |
| Annual return | 17.88% | 248.26%-230.4pp | 358.33%-340.5pp | 145.39%-127.5pp |
| Employer contribution / active EE | $0 | $1,189-100.0% | $962-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $66 | $2,274-97.1% | $1,813-96.4% | $6,396-99.0% |
| Admin fee / account holder | $78 | $2,724-97.1% | $2,460-96.8% | $12,562-99.4% |