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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 | $43,420 | $217,432-80.0% | $185,851-76.6% | $167,553-74.1% |
| Participation rate | 33.3% | 86.1%-52.7pp | 81.7%-48.4pp | 82.1%-48.8pp |
| Annual return | 15.73% | 148.43%-132.7pp | 122.11%-106.4pp | 478.89%-463.2pp |
| Employer contribution / active EE | $956 | $5,874-83.7% | $5,168-81.5% | $4,840-80.2% |
| Participant deferral / active EE | $1,913 | $6,357-69.9% | $5,569-65.7% | $6,343-69.8% |
| Admin fee / account holder | $13 | $19,820-99.9% | $16,245-99.9% | $12,316-99.9% |