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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 | $94,183 | $138,102-31.8% | $125,381-24.9% | $134,532-30.0% |
| Participation rate | 43.8% | 84.5%-40.7pp | 82.4%-38.6pp | 81.2%-37.5pp |
| Annual return | -18.43% | 750.73%-769.2pp | 572.31%-590.7pp | 418.27%-436.7pp |
| Employer contribution / active EE | $192 | $5,245-96.3% | $4,815-96.0% | $4,741-96.0% |
| Participant deferral / active EE | $958 | $7,801-87.7% | $7,448-87.1% | $6,401-85.0% |
| Admin fee / account holder | $106 | $11,568-99.1% | $10,007-98.9% | $11,429-99.1% |