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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 | $39,343 | $196,972-80.0% | $182,262-78.4% | $198,609-80.2% |
| Participation rate | 38.5% | 85.7%-47.2pp | 84.2%-45.8pp | 82.4%-43.9pp |
| Annual return | 19.14% | 158.27%-139.1pp | 140.60%-121.5pp | 202.70%-183.6pp |
| Employer contribution / active EE | $1,010 | $5,364-81.2% | $5,046-80.0% | $5,055-80.0% |
| Participant deferral / active EE | $2,023 | $8,643-76.6% | $8,276-75.6% | $6,977-71.0% |
| Admin fee / account holder | $10 | $18,429-99.9% | $16,712-99.9% | $19,030-99.9% |