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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 | $46,564 | $171,492-72.8% | $150,734-69.1% | $198,609-76.6% |
| Participation rate | 11.1% | 81.4%-70.3pp | 78.4%-67.3pp | 82.4%-71.3pp |
| Annual return | 23.81% | 804.70%-780.9pp | 600.81%-577.0pp | 202.70%-178.9pp |
| Employer contribution / active EE | $700 | $5,470-87.2% | $4,918-85.8% | $5,055-86.1% |
| Participant deferral / active EE | $1,648 | $6,259-73.7% | $5,610-70.6% | $6,977-76.4% |
| Admin fee / account holder | $205 | $17,628-98.8% | $14,905-98.6% | $19,030-98.9% |