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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 | $49,439 | $88,710-44.3% | $81,783-39.5% | $145,959-66.1% |
| Participation rate | 6.7% | 75.0%-68.4pp | 72.4%-65.7pp | 80.3%-73.6pp |
| Annual return | 12.06% | 1027.26%-1015.2pp | 775.05%-763.0pp | 561.95%-549.9pp |
| Employer contribution / active EE | $8 | $3,083-99.7% | $2,913-99.7% | $4,661-99.8% |
| Participant deferral / active EE | $34 | $4,645-99.3% | $4,320-99.2% | $6,689-99.5% |
| Admin fee / account holder | $255 | $8,407-97.0% | $7,380-96.5% | $13,398-98.1% |