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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 | $46,333 | $180,749-74.4% | $160,784-71.2% | $137,256-66.2% |
| Participation rate | 37.5% | 80.0%-42.5pp | 77.0%-39.5pp | 80.0%-42.5pp |
| Annual return | 18.64% | 2234.46%-2215.8pp | 1803.92%-1785.3pp | 220.34%-201.7pp |
| Employer contribution / active EE | $165 | $4,155-96.0% | $3,733-95.6% | $4,156-96.0% |
| Participant deferral / active EE | $373 | $6,844-94.6% | $6,293-94.1% | $6,407-94.2% |
| Admin fee / account holder | $20 | $10,397-99.8% | $9,717-99.8% | $12,270-99.8% |