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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 | $52,353 | $156,398-66.5% | $147,318-64.5% | $138,895-62.3% |
| Participation rate | 6.7% | 83.8%-77.1pp | 82.1%-75.4pp | 79.9%-73.3pp |
| Annual return | 16.80% | 78.75%-61.9pp | 70.43%-53.6pp | 145.39%-128.6pp |
| Employer contribution / active EE | $68 | $4,853-98.6% | $4,593-98.5% | $4,194-98.4% |
| Participant deferral / active EE | $169 | $8,237-97.9% | $7,906-97.9% | $6,396-97.4% |
| Admin fee / account holder | $75 | $14,976-99.5% | $13,708-99.5% | $12,562-99.4% |