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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 | $33,016 | $176,077-81.2% | $159,455-79.3% | $167,518-80.3% |
| Participation rate | 50.0% | 84.9%-34.9pp | 82.8%-32.8pp | 82.1%-32.1pp |
| Annual return | 20.65% | 331.83%-311.2pp | 263.63%-243.0pp | 478.71%-458.1pp |
| Employer contribution / active EE | $252 | $5,298-95.2% | $4,830-94.8% | $4,838-94.8% |
| Participant deferral / active EE | $2,236 | $7,751-71.2% | $7,353-69.6% | $6,342-64.7% |
| Admin fee / account holder | $280 | $12,556-97.8% | $10,800-97.4% | $12,312-97.7% |