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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 | $24,117 | $114,047-78.9% | $96,144-74.9% | $167,497-85.6% |
| Participation rate | 33.3% | 75.1%-41.7pp | 68.4%-35.1pp | 82.1%-48.8pp |
| Annual return | 18.03% | 189.89%-171.9pp | 191.96%-173.9pp | 478.62%-460.6pp |
| Employer contribution / active EE | $139 | $3,427-96.0% | $2,797-95.0% | $4,838-97.1% |
| Participant deferral / active EE | $478 | $5,194-90.8% | $4,349-89.0% | $6,341-92.5% |
| Admin fee / account holder | $0 | $6,897-100.0% | $5,537-100.0% | $12,310-100.0% |