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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 | $40,500 | $107,363-62.3% | $92,909-56.4% | $152,897-73.5% |
| Participation rate | 33.3% | 79.8%-46.5pp | 76.0%-42.7pp | 82.5%-49.1pp |
| Annual return | 55.67% | 145.63%-90.0pp | 109.44%-53.8pp | 345.43%-289.8pp |
| Employer contribution / active EE | $171 | $4,222-96.0% | $3,653-95.3% | $4,764-96.4% |
| Participant deferral / active EE | $211 | $4,848-95.6% | $4,238-95.0% | $5,851-96.4% |
| Admin fee / account holder | $224 | $7,082-96.8% | $5,795-96.1% | $11,599-98.1% |