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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 | $30,752 | $160,070-80.8% | $147,117-79.1% | $145,897-78.9% |
| Participation rate | 15.0% | 84.0%-69.0pp | 82.2%-67.2pp | 80.3%-65.3pp |
| Annual return | 11.69% | 98.69%-87.0pp | 420.54%-408.8pp | 552.29%-540.6pp |
| Employer contribution / active EE | $210 | $5,285-96.0% | $4,932-95.7% | $4,663-95.5% |
| Participant deferral / active EE | $1,400 | $8,419-83.4% | $8,065-82.6% | $6,689-79.1% |
| Admin fee / account holder | $140 | $15,035-99.1% | $12,993-98.9% | $13,390-99.0% |