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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 | $13,477 | $102,635-86.9% | $86,209-84.4% | $139,456-90.3% |
| Participation rate | 10.5% | 74.5%-64.0pp | 69.0%-58.4pp | 80.3%-69.8pp |
| Annual return | 61.74% | 1923.53%-1861.8pp | 1169.05%-1107.3pp | 373.45%-311.7pp |
| Employer contribution / active EE | $383 | $3,034-87.4% | $2,381-83.9% | $4,753-91.9% |
| Participant deferral / active EE | $753 | $4,677-83.9% | $3,986-81.1% | $6,711-88.8% |
| Admin fee / account holder | $124 | $8,661-98.6% | $6,853-98.2% | $11,407-98.9% |