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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 | $18,864 | $109,411-82.8% | $89,435-78.9% | $158,982-88.1% |
| Participation rate | 28.6% | 74.3%-45.7pp | 68.0%-39.4pp | 82.0%-53.4pp |
| Annual return | 21.36% | 345.68%-324.3pp | 245.55%-224.2pp | 302.99%-281.6pp |
| Employer contribution / active EE | $125 | $3,173-96.1% | $2,587-95.2% | $4,763-97.4% |
| Participant deferral / active EE | $825 | $4,600-82.1% | $3,890-78.8% | $5,983-86.2% |
| Admin fee / account holder | $0 | $6,159-100.0% | $4,884-100.0% | $11,252-100.0% |