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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 | $35,122 | $165,351-78.8% | $149,710-76.5% | $158,931-77.9% |
| Participation rate | 42.9% | 84.6%-41.7pp | 82.5%-39.6pp | 82.0%-39.1pp |
| Annual return | 17.91% | 348.19%-330.3pp | 276.63%-258.7pp | 302.86%-284.9pp |
| Employer contribution / active EE | $614 | $5,103-88.0% | $4,645-86.8% | $4,761-87.1% |
| Participant deferral / active EE | $920 | $7,181-87.2% | $6,842-86.5% | $5,982-84.6% |
| Admin fee / account holder | $291 | $10,807-97.3% | $9,309-96.9% | $11,247-97.4% |