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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 | $17,405 | $58,391-70.2% | $76,667-77.3% | $72,976-76.1% |
| Participation rate | 6.1% | 67.4%-61.3pp | 72.1%-66.0pp | 69.5%-63.4pp |
| Annual return | 19.80% | 2306.65%-2286.8pp | 1166.74%-1146.9pp | 81.02%-61.2pp |
| Employer contribution / active EE | $48 | $1,787-97.3% | $2,303-97.9% | $2,440-98.0% |
| Participant deferral / active EE | $66 | $2,690-97.5% | $3,336-98.0% | $3,608-98.2% |
| Admin fee / account holder | $100 | $4,014-97.5% | $6,423-98.4% | $5,124-98.0% |