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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 | $26,796 | $157,296-83.0% | $141,191-81.0% | $152,897-82.5% |
| Participation rate | 20.0% | 84.8%-64.8pp | 82.5%-62.5pp | 82.5%-62.5pp |
| Annual return | 22.38% | 64.34%-42.0pp | 71.41%-49.0pp | 345.43%-323.1pp |
| Employer contribution / active EE | $610 | $5,262-88.4% | $4,736-87.1% | $4,764-87.2% |
| Participant deferral / active EE | $762 | $7,111-89.3% | $6,710-88.6% | $5,851-87.0% |
| Admin fee / account holder | $28 | $12,125-99.8% | $10,264-99.7% | $11,599-99.8% |