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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 | $31,143 | $202,342-84.6% | $172,753-82.0% | $152,909-79.6% |
| Participation rate | 36.4% | 87.1%-50.7pp | 82.6%-46.3pp | 82.5%-46.1pp |
| Annual return | 20.68% | 1029.88%-1009.2pp | 803.00%-782.3pp | 345.46%-324.8pp |
| Employer contribution / active EE | $277 | $5,857-95.3% | $5,144-94.6% | $4,764-94.2% |
| Participant deferral / active EE | $878 | $5,948-85.2% | $5,198-83.1% | $5,851-85.0% |
| Admin fee / account holder | $25 | $17,112-99.9% | $13,956-99.8% | $11,601-99.8% |