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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 | $29,751 | $144,130-79.4% | $117,860-74.8% | $147,585-79.8% |
| Participation rate | 12.5% | 83.4%-70.9pp | 79.7%-67.2pp | 82.8%-70.3pp |
| Annual return | 19.15% | 531.20%-512.0pp | 335.10%-315.9pp | 578.58%-559.4pp |
| Employer contribution / active EE | $540 | $4,897-89.0% | $3,786-85.7% | $4,876-88.9% |
| Participant deferral / active EE | $1,105 | $5,316-79.2% | $4,482-75.3% | $5,439-79.7% |
| Admin fee / account holder | $0 | $10,887-100.0% | $8,021-100.0% | $10,886-100.0% |