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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 | $48,661 | $49,897-2.5% | $80,648-39.7% | $75,177-35.3% |
| Participation rate | 2.7% | 55.3%-52.6pp | 67.0%-64.3pp | 67.2%-64.5pp |
| Annual return | 20.30% | 34.68%-14.4pp | 937.21%-916.9pp | 160.75%-140.4pp |
| Employer contribution / active EE | $49 | $1,699-97.1% | $2,724-98.2% | $2,671-98.2% |
| Participant deferral / active EE | $84 | $2,992-97.2% | $4,443-98.1% | $4,126-98.0% |
| Admin fee / account holder | $12 | $3,579-99.7% | $5,382-99.8% | $5,651-99.8% |