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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 | $52,120 | $48,570+7.3% | $130,660-60.1% | $72,976-28.6% |
| Participation rate | 9.6% | 58.6%-49.0pp | 71.7%-62.1pp | 69.5%-59.9pp |
| Annual return | 22.73% | 38.63%-15.9pp | 1709.29%-1686.6pp | 81.02%-58.3pp |
| Employer contribution / active EE | $0 | $1,334-100.0% | $4,092-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $139 | $2,384-94.2% | $3,603-96.1% | $3,608-96.1% |
| Admin fee / account holder | $10 | $3,549-99.7% | $5,463-99.8% | $5,124-99.8% |