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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 | $38,444 | $175,259-78.1% | $149,723-74.3% | $139,487-72.4% |
| Participation rate | 20.0% | 83.4%-63.4pp | 78.8%-58.8pp | 80.3%-60.3pp |
| Annual return | 16.99% | 166.82%-149.8pp | 134.50%-117.5pp | 373.84%-356.9pp |
| Employer contribution / active EE | $341 | $5,478-93.8% | $4,821-92.9% | $4,755-92.8% |
| Participant deferral / active EE | $419 | $6,522-93.6% | $5,682-92.6% | $6,713-93.8% |
| Admin fee / account holder | $12 | $16,158-99.9% | $13,215-99.9% | $11,407-99.9% |