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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 | $10,339 | $57,330-82.0% | $86,656-88.1% | $75,177-86.2% |
| Participation rate | 14.4% | 63.2%-48.8pp | 71.7%-57.3pp | 67.2%-52.8pp |
| Annual return | 29.34% | 2675.40%-2646.1pp | 593.09%-563.8pp | 160.75%-131.4pp |
| Employer contribution / active EE | $245 | $2,316-89.4% | $3,025-91.9% | $2,671-90.8% |
| Participant deferral / active EE | $368 | $3,320-88.9% | $4,439-91.7% | $4,126-91.1% |
| Admin fee / account holder | $146 | $4,115-96.5% | $5,619-97.4% | $5,651-97.4% |