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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 | $26,126 | $168,626-84.5% | $133,698-80.5% | $145,897-82.1% |
| Participation rate | 30.0% | 80.4%-50.4pp | 76.4%-46.4pp | 80.3%-50.3pp |
| Annual return | 38.83% | 1168.99%-1130.2pp | 580.90%-542.1pp | 552.29%-513.5pp |
| Employer contribution / active EE | $257 | $5,290-95.1% | $4,218-93.9% | $4,663-94.5% |
| Participant deferral / active EE | $257 | $8,688-97.0% | $7,016-96.3% | $6,689-96.2% |
| Admin fee / account holder | $33 | $9,638-99.7% | $6,703-99.5% | $13,390-99.8% |