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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 | $18,031 | $110,379-83.7% | $102,412-82.4% | $145,884-87.6% |
| Participation rate | 12.5% | 77.9%-65.4pp | 74.5%-62.0pp | 80.3%-67.8pp |
| Annual return | 567.43% | 24.84%+542.6pp | 24.94%+542.5pp | 551.85%+15.6pp |
| Employer contribution / active EE | $434 | $4,216-89.7% | $3,870-88.8% | $4,662-90.7% |
| Participant deferral / active EE | $529 | $5,622-90.6% | $5,060-89.5% | $6,690-92.1% |
| Admin fee / account holder | $167 | $9,745-98.3% | $8,388-98.0% | $13,392-98.8% |