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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 | $24,359 | $211,224-88.5% | $178,505-86.4% | $145,897-83.3% |
| Participation rate | 10.5% | 80.8%-70.3pp | 77.1%-66.6pp | 80.3%-69.8pp |
| Annual return | 19.87% | 30.28%-10.4pp | 27.16%-7.3pp | 552.29%-532.4pp |
| Employer contribution / active EE | $259 | $4,577-94.3% | $3,955-93.4% | $4,663-94.4% |
| Participant deferral / active EE | $1,249 | $6,966-82.1% | $6,280-80.1% | $6,689-81.3% |
| Admin fee / account holder | $149 | $12,109-98.8% | $10,428-98.6% | $13,390-98.9% |