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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 | $25,152 | $176,105-85.7% | $159,474-84.2% | $167,536-85.0% |
| Participation rate | 44.4% | 85.0%-40.5pp | 82.8%-38.4pp | 82.1%-37.7pp |
| Annual return | 13.46% | 331.91%-318.5pp | 263.68%-250.2pp | 478.82%-465.4pp |
| Employer contribution / active EE | $209 | $5,299-96.0% | $4,831-95.7% | $4,839-95.7% |
| Participant deferral / active EE | $279 | $7,751-96.4% | $7,353-96.2% | $6,342-95.6% |
| Admin fee / account holder | $129 | $12,559-99.0% | $10,802-98.8% | $12,315-99.0% |