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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 | $5,815 | $30,423-80.9% | $56,025-89.6% | $74,478-92.2% |
| Participation rate | 3.5% | 32.9%-29.4pp | 52.5%-49.0pp | 67.2%-63.7pp |
| Annual return | 34.57% | 24.97%+9.6pp | 1712.69%-1678.1pp | 1370.56%-1336.0pp |
| Employer contribution / active EE | $55 | $610-91.0% | $1,042-94.7% | $2,626-97.9% |
| Participant deferral / active EE | $70 | $1,176-94.1% | $1,955-96.4% | $4,350-98.4% |
| Admin fee / account holder | $12 | $2,363-99.5% | $2,828-99.6% | $1,946-99.4% |