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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 | $52,035 | $138,102-62.3% | $125,381-58.5% | $134,532-61.3% |
| Participation rate | 25.0% | 84.5%-59.5pp | 82.4%-57.4pp | 81.2%-56.2pp |
| Annual return | -18.13% | 750.73%-768.9pp | 572.31%-590.4pp | 418.27%-436.4pp |
| Employer contribution / active EE | $715 | $5,245-86.4% | $4,815-85.2% | $4,741-84.9% |
| Participant deferral / active EE | $894 | $7,801-88.5% | $7,448-88.0% | $6,401-86.0% |
| Admin fee / account holder | $261 | $11,568-97.7% | $10,007-97.4% | $11,429-97.7% |