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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 | $6,335 | $72,071-91.2% | $68,368-90.7% | $137,256-95.4% |
| Participation rate | 14.3% | 76.2%-62.0pp | 73.8%-59.5pp | 80.0%-65.7pp |
| Annual return | 33.47% | 353.14%-319.7pp | 292.57%-259.1pp | 220.34%-186.9pp |
| Employer contribution / active EE | $0 | $2,788-100.0% | $2,649-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $389 | $4,410-91.2% | $4,123-90.6% | $6,407-93.9% |
| Admin fee / account holder | $127 | $5,336-97.6% | $5,150-97.5% | $12,270-99.0% |