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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 | $24,313 | $232,540-89.5% | $185,117-86.9% | $147,586-83.5% |
| Participation rate | 33.3% | 82.4%-49.0pp | 77.3%-43.9pp | 82.8%-49.5pp |
| Annual return | 9.01% | 43.03%-34.0pp | 40.50%-31.5pp | 578.59%-569.6pp |
| Employer contribution / active EE | $100 | $5,195-98.1% | $4,182-97.6% | $4,876-97.9% |
| Participant deferral / active EE | $601 | $5,834-89.7% | $5,045-88.1% | $5,439-88.9% |
| Admin fee / account holder | $0 | $10,275-100.0% | $8,159-100.0% | $10,886-100.0% |