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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 | $23,801 | $29,319-18.8% | $52,425-54.6% | $82,448-71.1% |
| Participation rate | 5.5% | 46.9%-41.4pp | 55.6%-50.1pp | 68.1%-62.6pp |
| Annual return | 16.06% | 535.20%-519.1pp | 302.12%-286.1pp | 41.64%-25.6pp |
| Employer contribution / active EE | $13 | $586-97.8% | $914-98.6% | $2,551-99.5% |
| Participant deferral / active EE | $125 | $1,171-89.4% | $1,790-93.0% | $4,139-97.0% |
| Admin fee / account holder | $277 | $1,962-85.9% | $2,495-88.9% | $7,234-96.2% |