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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 | $28,624-9.6% | $53,647-51.8% | $82,637-68.7% |
| Participation rate | 3.2% | 47.3%-44.0pp | 56.3%-53.1pp | 68.1%-64.8pp |
| Annual return | 24.61% | 664.98%-640.4pp | 358.33%-333.7pp | 53.51%-28.9pp |
| Employer contribution / active EE | $37 | $637-94.2% | $962-96.2% | $2,552-98.6% |
| Participant deferral / active EE | $177 | $1,196-85.2% | $1,813-90.2% | $4,126-95.7% |
| Admin fee / account holder | $20 | $2,022-99.0% | $2,460-99.2% | $7,339-99.7% |