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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 | $32,340 | $165,381-80.4% | $149,730-78.4% | $158,966-79.7% |
| Participation rate | 25.0% | 84.6%-59.6pp | 82.5%-57.5pp | 82.0%-57.0pp |
| Annual return | 24.05% | 348.29%-324.2pp | 276.70%-252.6pp | 302.95%-278.9pp |
| Employer contribution / active EE | $200 | $5,104-96.1% | $4,645-95.7% | $4,762-95.8% |
| Participant deferral / active EE | $512 | $7,182-92.9% | $6,843-92.5% | $5,983-91.4% |
| Admin fee / account holder | $0 | $10,809-100.0% | $9,310-100.0% | $11,250-100.0% |