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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 | $27,888 | $48,314-42.3% | $67,561-58.7% | $80,925-65.5% |
| Participation rate | 11.7% | 66.4%-54.7pp | 72.9%-61.2pp | 67.7%-56.0pp |
| Annual return | 99.65% | 18.28%+81.4pp | 3525.44%-3425.8pp | 35.65%+64.0pp |
| Employer contribution / active EE | $267 | $2,022-86.8% | $2,735-90.2% | $2,756-90.3% |
| Participant deferral / active EE | $588 | $2,927-79.9% | $4,003-85.3% | $4,299-86.3% |
| Admin fee / account holder | $297 | $3,690-91.9% | $4,006-92.6% | $6,940-95.7% |