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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 | $40,571 | $106,001-61.7% | $92,235-56.0% | $147,585-72.5% |
| Participation rate | 26.7% | 80.4%-53.7pp | 76.5%-49.8pp | 82.8%-56.2pp |
| Annual return | 16.81% | 50.05%-33.2pp | 176.28%-159.5pp | 578.56%-561.7pp |
| Employer contribution / active EE | $283 | $4,333-93.5% | $3,679-92.3% | $4,876-94.2% |
| Participant deferral / active EE | $418 | $4,478-90.7% | $3,897-89.3% | $5,439-92.3% |
| Admin fee / account holder | $0 | $6,332-100.0% | $5,194-100.0% | $10,885-100.0% |