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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 | $43,792 | $165,381-73.5% | $149,730-70.8% | $158,966-72.5% |
| Participation rate | 33.3% | 84.6%-51.2pp | 82.5%-49.1pp | 82.0%-48.6pp |
| Annual return | 27.56% | 348.29%-320.7pp | 276.70%-249.1pp | 302.95%-275.4pp |
| Employer contribution / active EE | $725 | $5,104-85.8% | $4,645-84.4% | $4,762-84.8% |
| Participant deferral / active EE | $1,916 | $7,182-73.3% | $6,843-72.0% | $5,983-68.0% |
| Admin fee / account holder | $175 | $10,809-98.4% | $9,310-98.1% | $11,250-98.4% |