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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 | $111,787-68.1% | $93,681-61.9% | $145,978-75.6% |
| Participation rate | 25.0% | 74.2%-49.2pp | 68.7%-43.7pp | 80.3%-55.3pp |
| Annual return | 142.66% | 203.52%-60.9pp | 133.47%+9.2pp | 550.52%-407.9pp |
| Employer contribution / active EE | $369 | $3,093-88.1% | $2,422-84.8% | $4,662-92.1% |
| Participant deferral / active EE | $369 | $4,918-92.5% | $4,415-91.6% | $6,690-94.5% |
| Admin fee / account holder | $220 | $10,256-97.9% | $8,290-97.4% | $13,400-98.4% |