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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 | $55,437-56.0% | $155,534-84.3% | $74,459-67.2% |
| Participation rate | 6.0% | 61.9%-55.9pp | 78.2%-72.2pp | 67.2%-61.2pp |
| Annual return | 14.16% | 269.58%-255.4pp | 64.92%-50.8pp | 1369.70%-1355.5pp |
| Employer contribution / active EE | $32 | $2,266-98.6% | $4,675-99.3% | $2,626-98.8% |
| Participant deferral / active EE | $300 | $2,837-89.4% | $5,630-94.7% | $4,350-93.1% |
| Admin fee / account holder | $54 | $1,742-96.9% | $15,900-99.7% | $1,945-97.2% |