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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 | $4,032 | $70,366-94.3% | $66,674-94.0% | $138,895-97.1% |
| Participation rate | 11.1% | 76.2%-65.1pp | 73.7%-62.6pp | 79.9%-68.8pp |
| Annual return | 60.57% | 386.41%-325.8pp | 321.24%-260.7pp | 145.39%-84.8pp |
| Employer contribution / active EE | $0 | $2,765-100.0% | $2,620-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $379 | $4,374-91.3% | $4,084-90.7% | $6,396-94.1% |
| Admin fee / account holder | $24 | $5,262-99.5% | $5,098-99.5% | $12,562-99.8% |