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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 | $86,990 | $118,877-26.8% | $96,570-9.9% | $167,536-48.1% |
| Participation rate | 26.1% | 75.5%-49.4pp | 69.8%-43.7pp | 82.1%-56.0pp |
| Annual return | 21.67% | 50.50%-28.8pp | 37.79%-16.1pp | 478.82%-457.1pp |
| Employer contribution / active EE | $253 | $3,121-91.9% | $2,357-89.3% | $4,839-94.8% |
| Participant deferral / active EE | $696 | $4,617-84.9% | $3,849-81.9% | $6,342-89.0% |
| Admin fee / account holder | $0 | $8,069-100.0% | $6,182-100.0% | $12,315-100.0% |