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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 | $35,012 | $85,766-59.2% | $136,298-74.3% | $70,126-50.1% |
| Participation rate | 28.6% | 74.2%-45.6pp | 81.9%-53.3pp | 69.5%-41.0pp |
| Annual return | 17.55% | 31.46%-13.9pp | 5156.27%-5138.7pp | 73.15%-55.6pp |
| Employer contribution / active EE | $278 | $2,966-90.6% | $4,696-94.1% | $2,343-88.1% |
| Participant deferral / active EE | $1,218 | $5,051-75.9% | $6,247-80.5% | $3,332-63.5% |
| Admin fee / account holder | $9 | $5,421-99.8% | $9,244-99.9% | $4,645-99.8% |