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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 | $30,475 | $150,435-79.7% | $120,580-74.7% | $145,897-79.1% |
| Participation rate | 27.3% | 78.8%-51.5pp | 72.0%-44.7pp | 80.3%-53.0pp |
| Annual return | 8.89% | 154.60%-145.7pp | 107.48%-98.6pp | 552.29%-543.4pp |
| Employer contribution / active EE | $494 | $4,352-88.6% | $3,469-85.7% | $4,663-89.4% |
| Participant deferral / active EE | $835 | $6,174-86.5% | $4,995-83.3% | $6,689-87.5% |
| Admin fee / account holder | $0 | $12,182-100.0% | $9,418-100.0% | $13,390-100.0% |