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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 | $22,321 | $148,582-85.0% | $135,942-83.6% | $139,456-84.0% |
| Participation rate | 10.5% | 83.9%-73.3pp | 81.9%-71.4pp | 80.3%-69.8pp |
| Annual return | 17.66% | 79.26%-61.6pp | 68.28%-50.6pp | 373.45%-355.8pp |
| Employer contribution / active EE | $125 | $5,245-97.6% | $4,858-97.4% | $4,753-97.4% |
| Participant deferral / active EE | $200 | $8,101-97.5% | $7,759-97.4% | $6,711-97.0% |
| Admin fee / account holder | $75 | $12,402-99.4% | $10,764-99.3% | $11,407-99.3% |