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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 | $9,694 | $102,595-90.6% | $94,057-89.7% | $154,746-93.7% |
| Participation rate | 33.3% | 76.0%-42.7pp | 73.3%-40.0pp | 80.7%-47.4pp |
| Annual return | 19.84% | 583.42%-563.6pp | 480.62%-460.8pp | 172.34%-152.5pp |
| Employer contribution / active EE | $267 | $3,147-91.5% | $2,933-90.9% | $4,379-93.9% |
| Participant deferral / active EE | $355 | $5,118-93.1% | $4,709-92.5% | $6,730-94.7% |
| Admin fee / account holder | $90 | $7,736-98.8% | $7,244-98.8% | $14,365-99.4% |