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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 | $27,402 | $202,440-86.5% | $169,390-83.8% | $139,466-80.4% |
| Participation rate | 50.0% | 81.1%-31.1pp | 77.2%-27.2pp | 80.3%-30.3pp |
| Annual return | 16.61% | 532.36%-515.8pp | 406.07%-389.5pp | 373.66%-357.1pp |
| Employer contribution / active EE | $16 | $4,693-99.7% | $4,013-99.6% | $4,754-99.7% |
| Participant deferral / active EE | $363 | $6,940-94.8% | $6,222-94.2% | $6,712-94.6% |
| Admin fee / account holder | $203 | $10,722-98.1% | $9,015-97.7% | $11,409-98.2% |