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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 | $15,432 | $76,368-79.8% | $67,681-77.2% | $154,746-90.0% |
| Participation rate | 13.3% | 79.0%-65.6pp | 73.7%-60.4pp | 80.7%-67.4pp |
| Annual return | 16.51% | 1066.77%-1050.3pp | 590.58%-574.1pp | 172.34%-155.8pp |
| Employer contribution / active EE | $260 | $3,151-91.7% | $2,678-90.3% | $4,379-94.1% |
| Participant deferral / active EE | $445 | $4,824-90.8% | $3,976-88.8% | $6,730-93.4% |
| Admin fee / account holder | $30 | $8,559-99.6% | $6,100-99.5% | $14,365-99.8% |