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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 | $41,804 | $175,231-76.1% | $149,696-72.1% | $139,466-70.0% |
| Participation rate | 16.7% | 83.4%-66.7pp | 78.8%-62.1pp | 80.3%-63.7pp |
| Annual return | 13.71% | 166.77%-153.1pp | 134.46%-120.7pp | 373.66%-359.9pp |
| Employer contribution / active EE | $192 | $5,478-96.5% | $4,821-96.0% | $4,754-96.0% |
| Participant deferral / active EE | $222 | $6,521-96.6% | $5,682-96.1% | $6,712-96.7% |
| Admin fee / account holder | $186 | $16,155-98.8% | $13,212-98.6% | $11,409-98.4% |