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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 | $19,967 | $106,005-81.2% | $92,239-78.4% | $147,585-86.5% |
| Participation rate | 66.7% | 80.4%-13.7pp | 76.5%-9.8pp | 82.8%-16.2pp |
| Annual return | 14.39% | 50.05%-35.7pp | 176.29%-161.9pp | 578.58%-564.2pp |
| Employer contribution / active EE | $429 | $4,333-90.1% | $3,680-88.4% | $4,876-91.2% |
| Participant deferral / active EE | $833 | $4,478-81.4% | $3,897-78.6% | $5,439-84.7% |
| Admin fee / account holder | $192 | $6,333-97.0% | $5,194-96.3% | $10,886-98.2% |