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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 | $101,340 | $160,059-36.7% | $140,019-27.6% | $135,380-25.1% |
| Participation rate | 44.4% | 88.5%-44.1pp | 87.5%-43.1pp | 82.6%-38.2pp |
| Annual return | -5.77% | 911.48%-917.2pp | 651.17%-656.9pp | 519.81%-525.6pp |
| Employer contribution / active EE | $644 | $6,420-90.0% | $5,605-88.5% | $4,779-86.5% |
| Participant deferral / active EE | $805 | $7,641-89.5% | $6,927-88.4% | $5,609-85.7% |
| Admin fee / account holder | $292 | $13,328-97.8% | $10,705-97.3% | $10,828-97.3% |