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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 | $45,523 | $78,562-42.1% | $105,608-56.9% | $74,429-38.8% |
| Participation rate | 28.0% | 72.8%-44.8pp | 75.3%-47.3pp | 67.2%-39.2pp |
| Annual return | 160.56% | 15.94%+144.6pp | 116.50%+44.1pp | 1368.38%-1207.8pp |
| Employer contribution / active EE | $273 | $2,521-89.2% | $3,167-91.4% | $2,625-89.6% |
| Participant deferral / active EE | $655 | $4,321-84.8% | $5,010-86.9% | $4,348-84.9% |
| Admin fee / account holder | $263 | $2,217-88.2% | $11,028-97.6% | $1,944-86.5% |