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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 | $16,794 | $55,446-69.7% | $155,574-89.2% | $74,429-77.4% |
| Participation rate | 7.5% | 61.9%-54.4pp | 78.2%-70.7pp | 67.2%-59.7pp |
| Annual return | 14.93% | 269.20%-254.3pp | 64.87%-49.9pp | 1368.38%-1353.5pp |
| Employer contribution / active EE | $160 | $2,266-92.9% | $4,676-96.6% | $2,625-93.9% |
| Participant deferral / active EE | $540 | $2,836-80.9% | $5,629-90.4% | $4,348-87.6% |
| Admin fee / account holder | $206 | $1,743-88.2% | $15,914-98.7% | $1,944-89.4% |