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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 | $17,858 | $106,008-83.2% | $92,240-80.6% | $147,586-87.9% |
| Participation rate | 60.0% | 80.4%-20.4pp | 76.5%-16.5pp | 82.8%-22.8pp |
| Annual return | 9.73% | 50.05%-40.3pp | 176.29%-166.6pp | 578.59%-568.9pp |
| Employer contribution / active EE | $83 | $4,333-98.1% | $3,680-97.7% | $4,876-98.3% |
| Participant deferral / active EE | $334 | $4,478-92.5% | $3,897-91.4% | $5,439-93.9% |
| Admin fee / account holder | $192 | $6,333-97.0% | $5,194-96.3% | $10,886-98.2% |