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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 | $35,577 | $184,000-80.7% | $162,185-78.1% | $152,909-76.7% |
| Participation rate | 52.9% | 88.5%-35.6pp | 87.6%-34.6pp | 82.5%-29.5pp |
| Annual return | 21.86% | 150.80%-128.9pp | 115.61%-93.7pp | 345.46%-323.6pp |
| Employer contribution / active EE | $515 | $6,370-91.9% | $5,613-90.8% | $4,764-89.2% |
| Participant deferral / active EE | $1,185 | $8,033-85.3% | $7,297-83.8% | $5,851-79.8% |
| Admin fee / account holder | $233 | $13,124-98.2% | $10,844-97.9% | $11,601-98.0% |