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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 | $16,217 | $100,203-83.8% | $85,240-81.0% | $145,897-88.9% |
| Participation rate | 21.1% | 74.1%-53.0pp | 67.5%-46.5pp | 80.3%-59.3pp |
| Annual return | 431.05% | 84.28%+346.8pp | 66.75%+364.3pp | 552.29%-121.2pp |
| Employer contribution / active EE | $355 | $3,242-89.0% | $2,735-87.0% | $4,663-92.4% |
| Participant deferral / active EE | $666 | $5,299-87.4% | $4,527-85.3% | $6,689-90.0% |
| Admin fee / account holder | $237 | $7,265-96.7% | $6,165-96.1% | $13,390-98.2% |