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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 | $30,583 | $129,737-76.4% | $119,126-74.3% | $154,746-80.2% |
| Participation rate | 6.7% | 78.9%-72.2pp | 75.8%-69.1pp | 80.7%-74.0pp |
| Annual return | 19.90% | 379.08%-359.2pp | 282.11%-262.2pp | 172.34%-152.4pp |
| Employer contribution / active EE | $70 | $4,375-98.4% | $4,034-98.3% | $4,379-98.4% |
| Participant deferral / active EE | $130 | $5,842-97.8% | $5,318-97.6% | $6,730-98.1% |
| Admin fee / account holder | $75 | $11,961-99.4% | $10,693-99.3% | $14,365-99.5% |