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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 | $50,378 | $180,466-72.1% | $154,114-67.3% | $135,382-62.8% |
| Participation rate | 23.5% | 87.4%-63.9pp | 83.0%-59.5pp | 82.6%-59.1pp |
| Annual return | -4.21% | 888.15%-892.4pp | 735.16%-739.4pp | 519.77%-524.0pp |
| Employer contribution / active EE | $233 | $6,035-96.1% | $5,298-95.6% | $4,779-95.1% |
| Participant deferral / active EE | $835 | $5,806-85.6% | $5,081-83.6% | $5,609-85.1% |
| Admin fee / account holder | $12 | $16,144-99.9% | $13,411-99.9% | $10,829-99.9% |