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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 | $62,052 | $49,199+26.1% | $121,210-48.8% | $75,177-17.5% |
| Participation rate | 2.4% | 55.4%-53.1pp | 69.5%-67.2pp | 67.2%-64.9pp |
| Annual return | 14.40% | 56.04%-41.6pp | 987.41%-973.0pp | 160.75%-146.3pp |
| Employer contribution / active EE | $0 | $1,547-100.0% | $4,171-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $80 | $2,630-96.9% | $4,084-98.0% | $4,126-98.1% |
| Admin fee / account holder | $92 | $3,946-97.7% | $5,647-98.4% | $5,651-98.4% |