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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 | $37,944 | $209,422-81.9% | $178,503-78.7% | $158,982-76.1% |
| Participation rate | 36.4% | 86.4%-50.0pp | 81.9%-45.6pp | 82.0%-45.6pp |
| Annual return | 14.62% | 188.81%-174.2pp | 151.12%-136.5pp | 302.99%-288.4pp |
| Employer contribution / active EE | $295 | $5,707-94.8% | $5,011-94.1% | $4,763-93.8% |
| Participant deferral / active EE | $931 | $5,955-84.4% | $5,202-82.1% | $5,983-84.4% |
| Admin fee / account holder | $25 | $17,079-99.9% | $13,987-99.8% | $11,252-99.8% |