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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 | $21,527 | $55,437-61.2% | $155,534-86.2% | $74,459-71.1% |
| Participation rate | 2.1% | 61.9%-59.8pp | 78.2%-76.1pp | 67.2%-65.1pp |
| Annual return | 12.34% | 269.58%-257.2pp | 64.92%-52.6pp | 1369.70%-1357.4pp |
| Employer contribution / active EE | $47 | $2,266-97.9% | $4,675-99.0% | $2,626-98.2% |
| Participant deferral / active EE | $90 | $2,837-96.8% | $5,630-98.4% | $4,350-97.9% |
| Admin fee / account holder | $124 | $1,742-92.9% | $15,900-99.2% | $1,945-93.6% |