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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 | $14,421 | $102,663-86.0% | $86,216-83.3% | $139,466-89.7% |
| Participation rate | 31.6% | 74.5%-42.9pp | 69.0%-37.4pp | 80.3%-48.8pp |
| Annual return | 13.93% | 1924.52%-1910.6pp | 1169.42%-1155.5pp | 373.66%-359.7pp |
| Employer contribution / active EE | $167 | $3,035-94.5% | $2,382-93.0% | $4,754-96.5% |
| Participant deferral / active EE | $657 | $4,677-85.9% | $3,986-83.5% | $6,712-90.2% |
| Admin fee / account holder | $85 | $8,663-99.0% | $6,853-98.8% | $11,409-99.3% |