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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 | $31,493 | $183,592-82.8% | $155,574-79.8% | $145,877-78.4% |
| Participation rate | 20.8% | 82.7%-61.9pp | 78.2%-57.4pp | 80.3%-59.5pp |
| Annual return | 38.00% | 61.37%-23.4pp | 64.87%-26.9pp | 551.28%-513.3pp |
| Employer contribution / active EE | $497 | $5,317-90.7% | $4,676-89.4% | $4,663-89.3% |
| Participant deferral / active EE | $921 | $6,466-85.8% | $5,629-83.6% | $6,691-86.2% |
| Admin fee / account holder | $153 | $19,316-99.2% | $15,914-99.0% | $13,402-98.9% |