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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 | $11,928 | $45,900-74.0% | $94,057-87.3% | $64,340-81.5% |
| Participation rate | 3.9% | 50.6%-46.7pp | 73.3%-69.4pp | 55.2%-51.3pp |
| Annual return | 12.26% | 50.47%-38.2pp | 480.62%-468.4pp | 24.14%-11.9pp |
| Employer contribution / active EE | $70 | $1,612-95.6% | $2,933-97.6% | $1,862-96.2% |
| Participant deferral / active EE | $49 | $2,102-97.7% | $4,709-99.0% | $2,980-98.4% |
| Admin fee / account holder | $260 | $3,143-91.7% | $7,244-96.4% | $3,703-93.0% |