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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 | $19,014 | $138,114-86.2% | $125,391-84.8% | $134,545-85.9% |
| Participation rate | 38.1% | 84.5%-46.4pp | 82.4%-44.3pp | 81.2%-43.1pp |
| Annual return | -17.81% | 750.88%-768.7pp | 572.41%-590.2pp | 418.37%-436.2pp |
| Employer contribution / active EE | $875 | $5,246-83.3% | $4,816-81.8% | $4,742-81.5% |
| Participant deferral / active EE | $1,926 | $7,801-75.3% | $7,448-74.1% | $6,401-69.9% |
| Admin fee / account holder | $67 | $11,570-99.4% | $10,009-99.3% | $11,431-99.4% |