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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 | $24,386 | $55,423-56.0% | $155,602-84.3% | $74,400-67.2% |
| Participation rate | 6.0% | 61.9%-55.9pp | 78.2%-72.2pp | 67.2%-61.2pp |
| Annual return | 14.16% | 269.07%-254.9pp | 64.81%-50.6pp | 1367.51%-1353.3pp |
| Employer contribution / active EE | $32 | $2,266-98.6% | $4,675-99.3% | $2,624-98.8% |
| Participant deferral / active EE | $300 | $2,835-89.4% | $5,629-94.7% | $4,348-93.1% |
| Admin fee / account holder | $54 | $1,744-96.9% | $15,923-99.7% | $1,944-97.2% |