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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 | $41,311 | $217,432-81.0% | $185,849-77.8% | $167,536-75.3% |
| Participation rate | 35.3% | 86.1%-50.8pp | 81.7%-46.4pp | 82.1%-46.8pp |
| Annual return | 12.16% | 148.42%-136.3pp | 122.10%-109.9pp | 478.82%-466.7pp |
| Employer contribution / active EE | $519 | $5,875-91.2% | $5,169-90.0% | $4,839-89.3% |
| Participant deferral / active EE | $1,967 | $6,357-69.1% | $5,569-64.7% | $6,342-69.0% |
| Admin fee / account holder | $0 | $19,818-100.0% | $16,244-100.0% | $12,315-100.0% |