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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 | $12,707 | $114,119-88.9% | $107,187-88.1% | $138,895-90.9% |
| Participation rate | 57.1% | 78.1%-20.9pp | 75.0%-17.9pp | 79.9%-22.8pp |
| Annual return | 147.96% | 273.21%-125.2pp | 204.55%-56.6pp | 145.39%+2.6pp |
| Employer contribution / active EE | $150 | $4,059-96.3% | $3,782-96.0% | $4,194-96.4% |
| Participant deferral / active EE | $334 | $5,538-94.0% | $5,096-93.4% | $6,396-94.8% |
| Admin fee / account holder | $250 | $10,024-97.5% | $9,162-97.3% | $12,562-98.0% |