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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 | $17,135 | $55,472-69.1% | $155,567-89.0% | $74,546-77.0% |
| Participation rate | 4.3% | 61.9%-57.6pp | 78.2%-73.9pp | 67.2%-62.9pp |
| Annual return | 36.04% | 268.72%-232.7pp | 64.74%-28.7pp | 1366.03%-1330.0pp |
| Employer contribution / active EE | $98 | $2,269-95.7% | $4,674-97.9% | $2,624-96.3% |
| Participant deferral / active EE | $116 | $2,838-95.9% | $5,628-97.9% | $4,347-97.3% |
| Admin fee / account holder | $30 | $1,743-98.3% | $15,916-99.8% | $1,944-98.4% |