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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 | $35,674 | $111,878-68.1% | $93,727-61.9% | $145,897-75.5% |
| Participation rate | 25.0% | 74.2%-49.2pp | 68.7%-43.7pp | 80.3%-55.3pp |
| Annual return | 142.66% | 204.28%-61.6pp | 133.83%+8.8pp | 552.29%-409.6pp |
| Employer contribution / active EE | $369 | $3,092-88.1% | $2,421-84.8% | $4,663-92.1% |
| Participant deferral / active EE | $369 | $4,920-92.5% | $4,417-91.6% | $6,689-94.5% |
| Admin fee / account holder | $220 | $10,256-97.9% | $8,292-97.4% | $13,390-98.4% |