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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 | $17,894 | $138,114-87.0% | $125,391-85.7% | $134,545-86.7% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -0.53% | 750.88%-751.4pp | 572.41%-572.9pp | 418.37%-418.9pp |
| Employer contribution / active EE | $307 | $5,246-94.2% | $4,816-93.6% | $4,742-93.5% |
| Participant deferral / active EE | $383 | $7,801-95.1% | $7,448-94.9% | $6,401-94.0% |
| Admin fee / account holder | $94 | $11,570-99.2% | $10,009-99.1% | $11,431-99.2% |