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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 | $10,673 | $88,815-88.0% | $81,882-87.0% | $145,897-92.7% |
| Participation rate | 20.0% | 75.1%-55.1pp | 72.4%-52.4pp | 80.3%-60.3pp |
| Annual return | 23.85% | 1033.75%-1009.9pp | 779.47%-755.6pp | 552.29%-528.4pp |
| Employer contribution / active EE | $235 | $3,086-92.4% | $2,916-92.0% | $4,663-95.0% |
| Participant deferral / active EE | $361 | $4,647-92.2% | $4,323-91.7% | $6,689-94.6% |
| Admin fee / account holder | $163 | $8,434-98.1% | $7,360-97.8% | $13,390-98.8% |