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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 | $60,886 | $40,522+50.3% | $84,628-28.1% | $67,579-9.9% |
| Participation rate | 2.4% | 51.1%-48.7pp | 68.2%-65.8pp | 71.3%-68.9pp |
| Annual return | 24.19% | 32.72%-8.5pp | 258.80%-234.6pp | 378.56%-354.4pp |
| Employer contribution / active EE | $0 | $1,146-100.0% | $2,653-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $101 | $2,132-95.3% | $3,900-97.4% | $3,539-97.2% |
| Admin fee / account holder | $107 | $145-26.0% | $4,914-97.8% | $142-24.5% |