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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 | $12,405 | $51,638-76.0% | $129,406-90.4% | $80,959-84.7% |
| Participation rate | 6.1% | 56.9%-50.8pp | 69.6%-63.5pp | 67.7%-61.5pp |
| Annual return | 12.99% | 20.78%-7.8pp | 9468.18%-9455.2pp | 35.67%-22.7pp |
| Employer contribution / active EE | $34 | $1,584-97.8% | $4,155-99.2% | $2,757-98.8% |
| Participant deferral / active EE | $39 | $2,670-98.5% | $4,167-99.1% | $4,300-99.1% |
| Admin fee / account holder | $168 | $4,313-96.1% | $7,689-97.8% | $6,925-97.6% |