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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 | $26,262 | $172,111-84.7% | $150,298-82.5% | $137,256-80.9% |
| Participation rate | 26.7% | 81.7%-55.0pp | 77.8%-51.1pp | 80.0%-53.3pp |
| Annual return | 0.00% | 69.37%-69.4pp | 62.79%-62.8pp | 220.34%-220.3pp |
| Employer contribution / active EE | $245 | $4,636-94.7% | $4,154-94.1% | $4,156-94.1% |
| Participant deferral / active EE | $245 | $6,166-96.0% | $5,453-95.5% | $6,407-96.2% |
| Admin fee / account holder | $14 | $16,471-99.9% | $14,116-99.9% | $12,270-99.9% |