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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 | $35,305 | $138,102-74.4% | $125,381-71.8% | $134,532-73.8% |
| Participation rate | 18.8% | 84.5%-65.7pp | 82.4%-63.6pp | 81.2%-62.5pp |
| Annual return | 17.84% | 750.73%-732.9pp | 572.31%-554.5pp | 418.27%-400.4pp |
| Employer contribution / active EE | $451 | $5,245-91.4% | $4,815-90.6% | $4,741-90.5% |
| Participant deferral / active EE | $1,100 | $7,801-85.9% | $7,448-85.2% | $6,401-82.8% |
| Admin fee / account holder | $11 | $11,568-99.9% | $10,007-99.9% | $11,429-99.9% |