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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 | $43,750 | $183,627-76.2% | $155,602-71.9% | $145,978-70.0% |
| Participation rate | 33.3% | 82.7%-49.4pp | 78.2%-44.9pp | 80.3%-47.0pp |
| Annual return | 10.26% | 61.32%-51.1pp | 64.81%-54.6pp | 550.52%-540.3pp |
| Employer contribution / active EE | $192 | $5,316-96.4% | $4,675-95.9% | $4,662-95.9% |
| Participant deferral / active EE | $1,202 | $6,466-81.4% | $5,629-78.6% | $6,690-82.0% |
| Admin fee / account holder | $67 | $19,327-99.7% | $15,923-99.6% | $13,400-99.5% |