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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 | $55,141 | $101,653-45.8% | $147,080-62.5% | $74,459-25.9% |
| Participation rate | 13.9% | 75.6%-61.7pp | 82.2%-68.3pp | 67.2%-53.4pp |
| Annual return | 14.28% | 8754.98%-8740.7pp | 420.17%-405.9pp | 1369.70%-1355.4pp |
| Employer contribution / active EE | $257 | $3,813-93.3% | $4,933-94.8% | $2,626-90.2% |
| Participant deferral / active EE | $663 | $7,304-90.9% | $8,066-91.8% | $4,350-84.8% |
| Admin fee / account holder | $291 | $1,752-83.4% | $12,989-97.8% | $1,945-85.0% |