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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 | $21,467 | $102,635-79.1% | $86,209-75.1% | $139,456-84.6% |
| Participation rate | 23.1% | 74.5%-51.4pp | 69.0%-45.9pp | 80.3%-57.3pp |
| Annual return | 19.67% | 1923.53%-1903.9pp | 1169.05%-1149.4pp | 373.45%-353.8pp |
| Employer contribution / active EE | $409 | $3,034-86.5% | $2,381-82.8% | $4,753-91.4% |
| Participant deferral / active EE | $440 | $4,677-90.6% | $3,986-89.0% | $6,711-93.4% |
| Admin fee / account holder | $51 | $8,661-99.4% | $6,853-99.3% | $11,407-99.6% |