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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 | $19,637 | $183,539-89.3% | $155,556-87.4% | $145,897-86.5% |
| Participation rate | 7.7% | 82.7%-75.0pp | 78.2%-70.5pp | 80.3%-72.6pp |
| Annual return | 14.67% | 61.31%-46.6pp | 64.84%-50.2pp | 552.29%-537.6pp |
| Employer contribution / active EE | $360 | $5,315-93.2% | $4,675-92.3% | $4,663-92.3% |
| Participant deferral / active EE | $450 | $6,467-93.0% | $5,631-92.0% | $6,689-93.3% |
| Admin fee / account holder | $109 | $19,275-99.4% | $15,885-99.3% | $13,390-99.2% |