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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 | $62,030 | $180,459-65.6% | $154,108-59.7% | $135,380-54.2% |
| Participation rate | 33.3% | 87.4%-54.1pp | 83.0%-49.7pp | 82.6%-49.3pp |
| Annual return | -4.65% | 888.21%-892.9pp | 735.21%-739.9pp | 519.81%-524.5pp |
| Employer contribution / active EE | $821 | $6,035-86.4% | $5,298-84.5% | $4,779-82.8% |
| Participant deferral / active EE | $1,186 | $5,806-79.6% | $5,081-76.7% | $5,609-78.8% |
| Admin fee / account holder | $82 | $16,145-99.5% | $13,411-99.4% | $10,828-99.2% |