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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 | $27,754 | $157,276-82.4% | $141,177-80.3% | $152,885-81.8% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.5%-15.8pp |
| Annual return | 23.30% | 64.33%-41.0pp | 71.40%-48.1pp | 345.39%-322.1pp |
| Employer contribution / active EE | $18 | $5,262-99.7% | $4,736-99.6% | $4,763-99.6% |
| Participant deferral / active EE | $610 | $7,110-91.4% | $6,710-90.9% | $5,851-89.6% |
| Admin fee / account holder | $24 | $12,123-99.8% | $10,263-99.8% | $11,598-99.8% |