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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 | $37,618 | $160,059-76.5% | $140,019-73.1% | $135,379-72.2% |
| Participation rate | 25.0% | 88.5%-63.5pp | 87.5%-62.5pp | 82.6%-57.6pp |
| Annual return | -6.62% | 911.44%-918.1pp | 651.15%-657.8pp | 519.79%-526.4pp |
| Employer contribution / active EE | $857 | $6,420-86.7% | $5,605-84.7% | $4,779-82.1% |
| Participant deferral / active EE | $2,204 | $7,641-71.2% | $6,927-68.2% | $5,609-60.7% |
| Admin fee / account holder | $18 | $13,328-99.9% | $10,705-99.8% | $10,828-99.8% |