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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 | $19,379 | $57,330-66.2% | $86,656-77.6% | $75,177-74.2% |
| Participation rate | 1.5% | 63.2%-61.7pp | 71.7%-70.2pp | 67.2%-65.7pp |
| Annual return | 17.55% | 2675.40%-2657.9pp | 593.09%-575.5pp | 160.75%-143.2pp |
| Employer contribution / active EE | $0 | $2,316-100.0% | $3,025-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $54 | $3,320-98.4% | $4,439-98.8% | $4,126-98.7% |
| Admin fee / account holder | $267 | $4,115-93.5% | $5,619-95.3% | $5,651-95.3% |