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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 | $101,053 | $157,304-35.8% | $141,197-28.4% | $152,909-33.9% |
| Participation rate | 16.7% | 84.8%-68.2pp | 82.5%-65.8pp | 82.5%-65.8pp |
| Annual return | 24.14% | 64.34%-40.2pp | 71.41%-47.3pp | 345.46%-321.3pp |
| Employer contribution / active EE | $200 | $5,263-96.2% | $4,736-95.8% | $4,764-95.8% |
| Participant deferral / active EE | $333 | $7,111-95.3% | $6,710-95.0% | $5,851-94.3% |
| Admin fee / account holder | $20 | $12,126-99.8% | $10,265-99.8% | $11,601-99.8% |