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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 | $78,718 | $138,114-43.0% | $125,391-37.2% | $134,545-41.5% |
| Participation rate | 28.6% | 84.5%-55.9pp | 82.4%-53.8pp | 81.2%-52.7pp |
| Annual return | -15.99% | 750.88%-766.9pp | 572.41%-588.4pp | 418.37%-434.4pp |
| Employer contribution / active EE | $152 | $5,246-97.1% | $4,816-96.8% | $4,742-96.8% |
| Participant deferral / active EE | $292 | $7,801-96.3% | $7,448-96.1% | $6,401-95.4% |
| Admin fee / account holder | $30 | $11,570-99.7% | $10,009-99.7% | $11,431-99.7% |