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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 | $21,078 | $160,040-86.8% | $147,096-85.7% | $145,877-85.6% |
| Participation rate | 20.8% | 84.0%-63.2pp | 82.2%-61.3pp | 80.3%-59.5pp |
| Annual return | 16.58% | 98.49%-81.9pp | 419.75%-403.2pp | 551.28%-534.7pp |
| Employer contribution / active EE | $243 | $5,289-95.4% | $4,936-95.1% | $4,663-94.8% |
| Participant deferral / active EE | $1,302 | $8,429-84.6% | $8,071-83.9% | $6,691-80.5% |
| Admin fee / account holder | $20 | $15,050-99.9% | $13,005-99.8% | $13,402-99.9% |