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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 | $27,046 | $148,629-81.8% | $135,982-80.1% | $139,487-80.6% |
| Participation rate | 33.3% | 83.9%-50.5pp | 81.9%-48.6pp | 80.3%-47.0pp |
| Annual return | 17.99% | 79.33%-61.3pp | 68.32%-50.3pp | 373.84%-355.9pp |
| Employer contribution / active EE | $367 | $5,247-93.0% | $4,859-92.5% | $4,755-92.3% |
| Participant deferral / active EE | $367 | $8,102-95.5% | $7,760-95.3% | $6,713-94.5% |
| Admin fee / account holder | $0 | $12,406-100.0% | $10,767-100.0% | $11,407-100.0% |