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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 | $13,830 | $27,800-50.3% | $58,507-76.4% | $71,529-80.7% |
| Participation rate | 4.7% | 34.6%-29.9pp | 50.9%-46.2pp | 67.9%-63.2pp |
| Annual return | 24.51% | 26.80%-2.3pp | 4252.32%-4227.8pp | 28.97%-4.5pp |
| Employer contribution / active EE | $88 | $632-86.0% | $1,053-91.6% | $2,590-96.6% |
| Participant deferral / active EE | $231 | $1,208-80.9% | $1,922-88.0% | $4,291-94.6% |
| Admin fee / account holder | $47 | $1,637-97.1% | $2,486-98.1% | $1,588-97.1% |