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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 | $98,710 | $135,645-27.2% | $110,243-10.5% | $135,380-27.1% |
| Participation rate | 53.3% | 83.5%-30.1pp | 79.8%-26.5pp | 82.6%-29.3pp |
| Annual return | -3.68% | 513.24%-516.9pp | 314.76%-318.4pp | 519.81%-523.5pp |
| Employer contribution / active EE | $710 | $4,907-85.5% | $3,827-81.5% | $4,779-85.1% |
| Participant deferral / active EE | $283 | $5,507-94.9% | $4,672-93.9% | $5,609-95.0% |
| Admin fee / account holder | $59 | $11,458-99.5% | $8,548-99.3% | $10,828-99.5% |