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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 | $31,316 | $165,381-81.1% | $149,730-79.1% | $158,966-80.3% |
| Participation rate | 40.0% | 84.6%-44.6pp | 82.5%-42.5pp | 82.0%-42.0pp |
| Annual return | 32.10% | 348.29%-316.2pp | 276.70%-244.6pp | 302.95%-270.9pp |
| Employer contribution / active EE | $85 | $5,104-98.3% | $4,645-98.2% | $4,762-98.2% |
| Participant deferral / active EE | $1,565 | $7,182-78.2% | $6,843-77.1% | $5,983-73.8% |
| Admin fee / account holder | $106 | $10,809-99.0% | $9,310-98.9% | $11,250-99.1% |