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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 | $27,997 | $96,338-70.9% | $80,589-65.3% | $139,427-79.9% |
| Participation rate | 33.3% | 73.6%-40.3pp | 67.0%-33.7pp | 80.3%-47.0pp |
| Annual return | 16.48% | 1350.43%-1333.9pp | 935.83%-919.3pp | 373.27%-356.8pp |
| Employer contribution / active EE | $139 | $3,263-95.8% | $2,724-94.9% | $4,752-97.1% |
| Participant deferral / active EE | $575 | $5,234-89.0% | $4,449-87.1% | $6,711-91.4% |
| Admin fee / account holder | $0 | $6,600-100.0% | $5,379-100.0% | $11,404-100.0% |