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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 | $58,848 | $138,102-57.4% | $125,381-53.1% | $134,532-56.3% |
| Participation rate | 25.0% | 84.5%-59.5pp | 82.4%-57.4pp | 81.2%-56.2pp |
| Annual return | -16.68% | 750.73%-767.4pp | 572.31%-589.0pp | 418.27%-434.9pp |
| Employer contribution / active EE | $336 | $5,245-93.6% | $4,815-93.0% | $4,741-92.9% |
| Participant deferral / active EE | $1,072 | $7,801-86.3% | $7,448-85.6% | $6,401-83.3% |
| Admin fee / account holder | $80 | $11,568-99.3% | $10,007-99.2% | $11,429-99.3% |