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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 | $59,615 | $45,152+32.0% | $73,836-19.3% | $59,6330% |
| Participation rate | 6.7% | 64.0%-57.4pp | 73.4%-66.8pp | 68.7%-62.0pp |
| Annual return | 75612.29% | 27.40%+75584.9pp | 2268.06%+73344.2pp | 2041.45%+73570.8pp |
| Employer contribution / active EE | $7 | $1,901-99.6% | $2,787-99.8% | $2,203-99.7% |
| Participant deferral / active EE | $228 | $2,573-91.1% | $3,583-93.6% | $3,192-92.9% |
| Admin fee / account holder | $125 | $3,515-96.4% | $4,882-97.4% | $4,297-97.1% |