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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 | $14,236 | $90,691-84.3% | $76,119-81.3% | $145,884-90.2% |
| Participation rate | 29.4% | 74.5%-45.1pp | 69.1%-39.7pp | 80.3%-50.9pp |
| Annual return | 11.47% | 624.52%-613.1pp | 361.25%-349.8pp | 551.85%-540.4pp |
| Employer contribution / active EE | $483 | $3,329-85.5% | $2,693-82.1% | $4,662-89.6% |
| Participant deferral / active EE | $483 | $5,167-90.7% | $4,259-88.7% | $6,690-92.8% |
| Admin fee / account holder | $292 | $8,383-96.5% | $6,421-95.5% | $13,392-97.8% |