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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 | $41,368 | $111,785-63.0% | $93,669-55.8% | $145,877-71.6% |
| Participation rate | 39.1% | 74.2%-35.1pp | 68.7%-29.6pp | 80.3%-41.2pp |
| Annual return | 25.61% | 203.79%-178.2pp | 133.59%-108.0pp | 551.28%-525.7pp |
| Employer contribution / active EE | $375 | $3,096-87.9% | $2,424-84.5% | $4,663-92.0% |
| Participant deferral / active EE | $629 | $4,919-87.2% | $4,416-85.8% | $6,691-90.6% |
| Admin fee / account holder | $284 | $10,256-97.2% | $8,291-96.6% | $13,402-97.9% |