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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 | $50,936 | $106,003-51.9% | $92,236-44.8% | $147,585-65.5% |
| Participation rate | 33.3% | 80.4%-47.1pp | 76.5%-43.1pp | 82.8%-49.5pp |
| Annual return | 12.44% | 50.05%-37.6pp | 176.29%-163.8pp | 578.57%-566.1pp |
| Employer contribution / active EE | $13 | $4,333-99.7% | $3,679-99.6% | $4,876-99.7% |
| Participant deferral / active EE | $83 | $4,478-98.1% | $3,897-97.9% | $5,439-98.5% |
| Admin fee / account holder | $158 | $6,333-97.5% | $5,194-97.0% | $10,885-98.5% |