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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 | $39,002 | $100,139-61.1% | $85,187-54.2% | $145,884-73.3% |
| Participation rate | 66.7% | 74.1%-7.4pp | 67.5%-0.9pp | 80.3%-13.6pp |
| Annual return | 14.82% | 84.15%-69.3pp | 66.67%-51.8pp | 551.85%-537.0pp |
| Employer contribution / active EE | $279 | $3,238-91.4% | $2,732-89.8% | $4,662-94.0% |
| Participant deferral / active EE | $682 | $5,296-87.1% | $4,525-84.9% | $6,690-89.8% |
| Admin fee / account holder | $0 | $7,262-100.0% | $6,162-100.0% | $13,392-100.0% |