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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 | $60,591 | $45,123+34.3% | $85,240-28.9% | $74,478-18.6% |
| Participation rate | 1.6% | 49.4%-47.8pp | 67.5%-65.9pp | 67.2%-65.6pp |
| Annual return | 22.97% | 26.32%-3.3pp | 66.75%-43.8pp | 1370.56%-1347.6pp |
| Employer contribution / active EE | $85 | $1,459-94.1% | $2,735-96.9% | $2,626-96.8% |
| Participant deferral / active EE | $98 | $2,736-96.4% | $4,527-97.8% | $4,350-97.7% |
| Admin fee / account holder | $0 | $2,215-100.0% | $6,165-100.0% | $1,946-100.0% |