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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 | $16,983 | $138,114-87.7% | $125,391-86.5% | $134,545-87.4% |
| Participation rate | 16.7% | 84.5%-67.8pp | 82.4%-65.7pp | 81.2%-64.6pp |
| Annual return | -19.43% | 750.88%-770.3pp | 572.41%-591.8pp | 418.37%-437.8pp |
| Employer contribution / active EE | $412 | $5,246-92.1% | $4,816-91.4% | $4,742-91.3% |
| Participant deferral / active EE | $694 | $7,801-91.1% | $7,448-90.7% | $6,401-89.2% |
| Admin fee / account holder | $3 | $11,570-100.0% | $10,009-100.0% | $11,431-100.0% |