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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 | $14,583 | $52,961-72.5% | $172,755-91.6% | $65,185-77.6% |
| Participation rate | 14.4% | 66.2%-51.8pp | 82.6%-68.3pp | 70.2%-55.8pp |
| Annual return | 21.93% | 30.12%-8.2pp | 802.94%-781.0pp | 29.38%-7.5pp |
| Employer contribution / active EE | $136 | $2,190-93.8% | $5,144-97.4% | $2,177-93.8% |
| Participant deferral / active EE | $284 | $2,471-88.5% | $5,198-94.5% | $3,514-91.9% |
| Admin fee / account holder | $0 | $472-100.0% | $13,955-100.0% | $847-100.0% |