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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 | $108,785 | $180,459-39.7% | $154,108-29.4% | $135,380-19.6% |
| Participation rate | 46.7% | 87.4%-40.8pp | 83.0%-36.4pp | 82.6%-36.0pp |
| Annual return | -3.70% | 888.21%-891.9pp | 735.21%-738.9pp | 519.81%-523.5pp |
| Employer contribution / active EE | $377 | $6,035-93.7% | $5,298-92.9% | $4,779-92.1% |
| Participant deferral / active EE | $865 | $5,806-85.1% | $5,081-83.0% | $5,609-84.6% |
| Admin fee / account holder | $267 | $16,145-98.3% | $13,411-98.0% | $10,828-97.5% |