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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 | $13,288 | $58,275-77.2% | $81,844-83.8% | $80,935-83.6% |
| Participation rate | 2.2% | 63.5%-61.2pp | 72.4%-70.2pp | 67.7%-65.4pp |
| Annual return | 14.48% | 41.82%-27.3pp | 778.87%-764.4pp | 35.66%-21.2pp |
| Employer contribution / active EE | $88 | $2,346-96.2% | $2,916-97.0% | $2,757-96.8% |
| Participant deferral / active EE | $91 | $3,285-97.2% | $4,323-97.9% | $4,299-97.9% |
| Admin fee / account holder | $60 | $4,749-98.7% | $7,355-99.2% | $6,924-99.1% |