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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 | $67,391 | $165,399-59.3% | $149,745-55.0% | $158,982-57.6% |
| Participation rate | 63.6% | 84.6%-20.9pp | 82.5%-18.8pp | 82.0%-18.3pp |
| Annual return | 49.53% | 348.34%-298.8pp | 276.72%-227.2pp | 302.99%-253.5pp |
| Employer contribution / active EE | $432 | $5,105-91.5% | $4,646-90.7% | $4,763-90.9% |
| Participant deferral / active EE | $1,129 | $7,183-84.3% | $6,843-83.5% | $5,983-81.1% |
| Admin fee / account holder | $38 | $10,811-99.6% | $9,312-99.6% | $11,252-99.7% |