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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 | $40,889 | $142,354-71.3% | $125,529-67.4% | $155,188-73.7% |
| Participation rate | 27.3% | 78.1%-50.8pp | 74.7%-47.5pp | 80.8%-53.5pp |
| Annual return | 19.94% | 306.06%-286.1pp | 202.56%-182.6pp | 148.84%-128.9pp |
| Employer contribution / active EE | $518 | $3,501-85.2% | $3,058-83.1% | $4,248-87.8% |
| Participant deferral / active EE | $876 | $5,491-84.1% | $4,813-81.8% | $6,531-86.6% |
| Admin fee / account holder | $13 | $19,392-99.9% | $16,298-99.9% | $14,480-99.9% |