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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 | $34,540 | $75,832-54.5% | $147,617-76.6% | $59,633-42.1% |
| Participation rate | 21.4% | 71.6%-50.1pp | 84.6%-63.2pp | 68.7%-47.2pp |
| Annual return | 978.80% | 0.37%+978.4pp | 61.98%+916.8pp | 2041.45%-1062.6pp |
| Employer contribution / active EE | $0 | $3,485-100.0% | $5,564-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $677 | $3,131-78.4% | $4,895-86.2% | $3,192-78.8% |
| Admin fee / account holder | $89 | $5,986-98.5% | $11,612-99.2% | $4,297-97.9% |