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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 | $2,112 | $70,366-97.0% | $66,674-96.8% | $138,895-98.5% |
| Participation rate | 66.7% | 76.2%-9.5pp | 73.7%-7.0pp | 79.9%-13.3pp |
| Annual return | 16.05% | 386.41%-370.4pp | 321.24%-305.2pp | 145.39%-129.3pp |
| Employer contribution / active EE | $291 | $2,765-89.5% | $2,620-88.9% | $4,194-93.1% |
| Participant deferral / active EE | $498 | $4,374-88.6% | $4,084-87.8% | $6,396-92.2% |
| Admin fee / account holder | $232 | $5,262-95.6% | $5,098-95.5% | $12,562-98.2% |