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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 | $5,136 | $113,174-95.5% | - | $145,897-96.5% |
| Participation rate | 4.2% | 68.8%-64.6pp | - | 80.3%-76.1pp |
| Annual return | 61.34% | 21.70%+39.6pp | - | 552.29%-490.9pp |
| Employer contribution / active EE | $76 | $5,760-98.7% | - | $4,663-98.4% |
| Participant deferral / active EE | $114 | $5,566-98.0% | - | $6,689-98.3% |
| Admin fee / account holder | $23 | $6,302-99.6% | - | $13,390-99.8% |