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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 | $36,270 | $175,231-79.3% | $149,696-75.8% | $139,466-74.0% |
| Participation rate | 20.0% | 83.4%-63.4pp | 78.8%-58.8pp | 80.3%-60.3pp |
| Annual return | 18.67% | 166.77%-148.1pp | 134.46%-115.8pp | 373.66%-355.0pp |
| Employer contribution / active EE | $156 | $5,478-97.2% | $4,821-96.8% | $4,754-96.7% |
| Participant deferral / active EE | $501 | $6,521-92.3% | $5,682-91.2% | $6,712-92.5% |
| Admin fee / account holder | $282 | $16,155-98.3% | $13,212-97.9% | $11,409-97.5% |