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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 | $16,644 | $60,119-72.3% | $90,430-81.6% | $79,858-79.2% |
| Participation rate | 13.2% | 65.0%-51.8pp | 72.7%-59.5pp | 69.6%-56.5pp |
| Annual return | 37.99% | 71.94%-33.9pp | 1293.73%-1255.7pp | 31.72%+6.3pp |
| Employer contribution / active EE | $193 | $2,068-90.7% | $3,262-94.1% | $2,471-92.2% |
| Participant deferral / active EE | $536 | $2,938-81.8% | $3,963-86.5% | $3,740-85.7% |
| Admin fee / account holder | $38 | $3,976-99.1% | $5,613-99.3% | $5,306-99.3% |