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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 | $33,005 | $157,304-79.0% | $141,197-76.6% | $152,909-78.4% |
| Participation rate | 5.9% | 84.8%-78.9pp | 82.5%-76.6pp | 82.5%-76.6pp |
| Annual return | 48.58% | 64.34%-15.8pp | 71.41%-22.8pp | 345.46%-296.9pp |
| Employer contribution / active EE | $89 | $5,263-98.3% | $4,736-98.1% | $4,764-98.1% |
| Participant deferral / active EE | $1,118 | $7,111-84.3% | $6,710-83.3% | $5,851-80.9% |
| Admin fee / account holder | $187 | $12,126-98.5% | $10,265-98.2% | $11,601-98.4% |