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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 | $15,838 | $60,119-73.7% | $90,430-82.5% | $79,858-80.2% |
| Participation rate | 6.6% | 65.0%-58.4pp | 72.7%-66.1pp | 69.6%-63.1pp |
| Annual return | 33.78% | 71.94%-38.2pp | 1293.73%-1259.9pp | 31.72%+2.1pp |
| Employer contribution / active EE | $145 | $2,068-93.0% | $3,262-95.5% | $2,471-94.1% |
| Participant deferral / active EE | $441 | $2,938-85.0% | $3,963-88.9% | $3,740-88.2% |
| Admin fee / account holder | $75 | $3,976-98.1% | $5,613-98.7% | $5,306-98.6% |