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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 | $25,726 | $60,305-57.3% | $81,780-68.5% | $74,400-65.4% |
| Participation rate | 4.9% | 62.9%-58.0pp | 72.4%-67.5pp | 67.2%-62.4pp |
| Annual return | 22.55% | 16.89%+5.7pp | 776.27%-753.7pp | 1367.51%-1345.0pp |
| Employer contribution / active EE | $85 | $2,623-96.8% | $2,914-97.1% | $2,624-96.8% |
| Participant deferral / active EE | $285 | $3,390-91.6% | $4,321-93.4% | $4,348-93.5% |
| Admin fee / account holder | $122 | $1,484-91.8% | $7,384-98.3% | $1,944-93.7% |