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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 | $28,781 | $166,131-82.7% | $164,975-82.6% | $145,877-80.3% |
| Participation rate | 37.5% | 82.0%-44.5pp | 78.6%-41.1pp | 80.3%-42.8pp |
| Annual return | 10.08% | 100.37%-90.3pp | 70.12%-60.0pp | 551.28%-541.2pp |
| Employer contribution / active EE | $388 | $5,276-92.7% | $4,343-91.1% | $4,663-91.7% |
| Participant deferral / active EE | $459 | $6,962-93.4% | $6,033-92.4% | $6,691-93.1% |
| Admin fee / account holder | $224 | $16,648-98.7% | $12,688-98.2% | $13,402-98.3% |