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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 | $92,789 | $180,462-48.6% | $154,111-39.8% | $135,379-31.5% |
| Participation rate | 42.9% | 87.4%-44.6pp | 83.0%-40.2pp | 82.6%-39.8pp |
| Annual return | -2.59% | 888.17%-890.8pp | 735.18%-737.8pp | 519.79%-522.4pp |
| Employer contribution / active EE | $427 | $6,036-92.9% | $5,298-91.9% | $4,779-91.1% |
| Participant deferral / active EE | $534 | $5,806-90.8% | $5,081-89.5% | $5,609-90.5% |
| Admin fee / account holder | $32 | $16,145-99.8% | $13,411-99.8% | $10,828-99.7% |