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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 | $36,267 | $175,231-79.3% | $149,696-75.8% | $139,466-74.0% |
| Participation rate | 28.6% | 83.4%-54.8pp | 78.8%-50.2pp | 80.3%-51.8pp |
| Annual return | 16.91% | 166.77%-149.9pp | 134.46%-117.5pp | 373.66%-356.7pp |
| Employer contribution / active EE | $1,052 | $5,478-80.8% | $4,821-78.2% | $4,754-77.9% |
| Participant deferral / active EE | $1,166 | $6,521-82.1% | $5,682-79.5% | $6,712-82.6% |
| Admin fee / account holder | $20 | $16,155-99.9% | $13,212-99.8% | $11,409-99.8% |