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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 | $44,693 | $165,381-73.0% | $149,730-70.2% | $158,966-71.9% |
| Participation rate | 68.2% | 84.6%-16.4pp | 82.5%-14.3pp | 82.0%-13.8pp |
| Annual return | 12.36% | 348.29%-335.9pp | 276.70%-264.3pp | 302.95%-290.6pp |
| Employer contribution / active EE | $57 | $5,104-98.9% | $4,645-98.8% | $4,762-98.8% |
| Participant deferral / active EE | $1,665 | $7,182-76.8% | $6,843-75.7% | $5,983-72.2% |
| Admin fee / account holder | $156 | $10,809-98.6% | $9,310-98.3% | $11,250-98.6% |