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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 | $45,043+34.5% | $85,063-28.8% | $74,400-18.6% |
| Participation rate | 1.6% | 49.4%-47.8pp | 67.5%-65.9pp | 67.2%-65.6pp |
| Annual return | 22.97% | 26.26%-3.3pp | 66.54%-43.6pp | 1367.51%-1344.5pp |
| Employer contribution / active EE | $85 | $1,458-94.1% | $2,727-96.9% | $2,624-96.7% |
| Participant deferral / active EE | $98 | $2,733-96.4% | $4,523-97.8% | $4,348-97.7% |
| Admin fee / account holder | $0 | $2,210-100.0% | $6,155-100.0% | $1,944-100.0% |