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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 | $58,309 | $202,342-71.2% | $172,752-66.2% | $152,897-61.9% |
| Participation rate | 38.9% | 87.1%-48.2pp | 82.6%-43.8pp | 82.5%-43.6pp |
| Annual return | 21.00% | 1029.83%-1008.8pp | 802.97%-782.0pp | 345.43%-324.4pp |
| Employer contribution / active EE | $911 | $5,858-84.5% | $5,144-82.3% | $4,764-80.9% |
| Participant deferral / active EE | $1,883 | $5,948-68.3% | $5,198-63.8% | $5,851-67.8% |
| Admin fee / account holder | $275 | $17,111-98.4% | $13,955-98.0% | $11,599-97.6% |