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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 | $29,530 | $43,423-32.0% | $78,676-62.5% | $55,167-46.5% |
| Participation rate | 53.6% | 68.0%-14.5pp | 73.6%-20.0pp | 69.0%-15.4pp |
| Annual return | 2637.46% | 11.53%+2625.9pp | 62.19%+2575.3pp | 169.23%+2468.2pp |
| Employer contribution / active EE | $178 | $1,997-91.1% | $2,850-93.7% | $1,963-90.9% |
| Participant deferral / active EE | $341 | $2,509-86.4% | $3,517-90.3% | $3,054-88.8% |
| Admin fee / account holder | $129 | $416-69.1% | $4,510-97.1% | $504-74.5% |