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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 | $63,025 | $84,518-25.4% | $67,704-6.9% | $125,389-49.7% |
| Participation rate | 66.7% | 74.8%-8.1pp | 67.5%-0.9pp | 83.2%-16.5pp |
| Annual return | 24.33% | 2.57%+21.8pp | 25.41%-1.1pp | 282.24%-257.9pp |
| Employer contribution / active EE | $57 | $3,292-98.3% | $2,559-97.8% | $4,866-98.8% |
| Participant deferral / active EE | $57 | $4,430-98.7% | $3,585-98.4% | $5,352-98.9% |
| Admin fee / account holder | $130 | $5,340-97.6% | $4,255-96.9% | $9,541-98.6% |