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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 | $30,418 | $160,070-81.0% | $147,117-79.3% | $145,897-79.2% |
| Participation rate | 17.4% | 84.0%-66.6pp | 82.2%-64.8pp | 80.3%-62.9pp |
| Annual return | 22.95% | 98.69%-75.7pp | 420.54%-397.6pp | 552.29%-529.3pp |
| Employer contribution / active EE | $264 | $5,285-95.0% | $4,932-94.6% | $4,663-94.3% |
| Participant deferral / active EE | $317 | $8,419-96.2% | $8,065-96.1% | $6,689-95.3% |
| Admin fee / account holder | $11 | $15,035-99.9% | $12,993-99.9% | $13,390-99.9% |