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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 | $45,708 | $165,381-72.4% | $149,730-69.5% | $158,966-71.2% |
| Participation rate | 33.3% | 84.6%-51.2pp | 82.5%-49.1pp | 82.0%-48.6pp |
| Annual return | 17.47% | 348.29%-330.8pp | 276.70%-259.2pp | 302.95%-285.5pp |
| Employer contribution / active EE | $650 | $5,104-87.3% | $4,645-86.0% | $4,762-86.4% |
| Participant deferral / active EE | $650 | $7,182-90.9% | $6,843-90.5% | $5,983-89.1% |
| Admin fee / account holder | $201 | $10,809-98.1% | $9,310-97.8% | $11,250-98.2% |