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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 | $25,872 | $29,319-11.8% | $52,425-50.6% | $82,448-68.6% |
| Participation rate | 3.2% | 46.9%-43.6pp | 55.6%-52.4pp | 68.1%-64.8pp |
| Annual return | 24.61% | 535.20%-510.6pp | 302.12%-277.5pp | 41.64%-17.0pp |
| Employer contribution / active EE | $37 | $586-93.7% | $914-96.0% | $2,551-98.6% |
| Participant deferral / active EE | $177 | $1,171-84.9% | $1,790-90.1% | $4,139-95.7% |
| Admin fee / account holder | $20 | $1,962-99.0% | $2,495-99.2% | $7,234-99.7% |