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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 | $21,077 | $175,231-88.0% | $149,696-85.9% | $139,466-84.9% |
| Participation rate | 30.0% | 83.4%-53.4pp | 78.8%-48.8pp | 80.3%-50.3pp |
| Annual return | 14.67% | 166.77%-152.1pp | 134.46%-119.8pp | 373.66%-359.0pp |
| Employer contribution / active EE | $342 | $5,478-93.8% | $4,821-92.9% | $4,754-92.8% |
| Participant deferral / active EE | $614 | $6,521-90.6% | $5,682-89.2% | $6,712-90.8% |
| Admin fee / account holder | $210 | $16,155-98.7% | $13,212-98.4% | $11,409-98.2% |