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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 | $60,504-57.5% | $81,882-68.6% | $74,478-65.5% |
| Participation rate | 4.9% | 62.9%-58.1pp | 72.4%-67.5pp | 67.2%-62.4pp |
| Annual return | 22.55% | 16.91%+5.6pp | 779.47%-756.9pp | 1370.56%-1348.0pp |
| Employer contribution / active EE | $85 | $2,627-96.8% | $2,916-97.1% | $2,626-96.8% |
| Participant deferral / active EE | $285 | $3,400-91.6% | $4,323-93.4% | $4,350-93.5% |
| Admin fee / account holder | $122 | $1,492-91.8% | $7,360-98.3% | $1,946-93.7% |