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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 | $15,911 | $58,292-72.7% | $86,640-81.6% | $71,511-77.8% |
| Participation rate | 4.1% | 65.0%-61.0pp | 71.7%-67.7pp | 67.9%-63.9pp |
| Annual return | 34.51% | 21.63%+12.9pp | 592.52%-558.0pp | 28.86%+5.7pp |
| Employer contribution / active EE | $65 | $2,574-97.5% | $3,024-97.9% | $2,589-97.5% |
| Participant deferral / active EE | $262 | $3,438-92.4% | $4,438-94.1% | $4,291-93.9% |
| Admin fee / account holder | $0 | $1,057-100.0% | $5,616-100.0% | $1,588-100.0% |