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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 | $39,569 | $58,391-32.2% | $76,657-48.4% | $72,975-45.8% |
| Participation rate | 10.0% | 67.4%-57.4pp | 72.1%-62.1pp | 69.5%-59.5pp |
| Annual return | 25.62% | 2306.65%-2281.0pp | 1166.74%-1141.1pp | 81.01%-55.4pp |
| Employer contribution / active EE | $27 | $1,787-98.5% | $2,303-98.8% | $2,440-98.9% |
| Participant deferral / active EE | $64 | $2,690-97.6% | $3,335-98.1% | $3,608-98.2% |
| Admin fee / account holder | $0 | $4,014-100.0% | $6,423-100.0% | $5,124-100.0% |