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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 | $38,808 | $108,912-64.4% | $100,383-61.3% | $145,959-73.4% |
| Participation rate | 0.0% | 83.0%-83.0pp | 81.5%-81.5pp | 80.3%-80.3pp |
| Annual return | 10.32% | 57.96%-47.6pp | 49.26%-38.9pp | 561.95%-551.6pp |
| Employer contribution / active EE | $272 | $4,423-93.8% | $3,944-93.1% | $4,661-94.2% |
| Participant deferral / active EE | $2,144 | $8,451-74.6% | $8,086-73.5% | $6,689-67.9% |
| Admin fee / account holder | $179 | $9,690-98.2% | $7,900-97.7% | $13,398-98.7% |