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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 | $59,855 | $106,008-43.5% | $92,240-35.1% | $147,586-59.4% |
| Participation rate | 45.0% | 80.4%-35.4pp | 76.5%-31.5pp | 82.8%-37.8pp |
| Annual return | 14.41% | 50.05%-35.6pp | 176.29%-161.9pp | 578.59%-564.2pp |
| Employer contribution / active EE | $213 | $4,333-95.1% | $3,680-94.2% | $4,876-95.6% |
| Participant deferral / active EE | $908 | $4,478-79.7% | $3,897-76.7% | $5,439-83.3% |
| Admin fee / account holder | $292 | $6,333-95.4% | $5,194-94.4% | $10,886-97.3% |