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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 | $114,119-73.2% | $107,187-71.5% | $138,895-78.0% |
| Participation rate | 6.7% | 78.1%-71.4pp | 75.0%-68.4pp | 79.9%-73.3pp |
| Annual return | 19.90% | 273.21%-253.3pp | 204.55%-184.7pp | 145.39%-125.5pp |
| Employer contribution / active EE | $70 | $4,059-98.3% | $3,782-98.1% | $4,194-98.3% |
| Participant deferral / active EE | $130 | $5,538-97.7% | $5,096-97.4% | $6,396-98.0% |
| Admin fee / account holder | $75 | $10,024-99.3% | $9,162-99.2% | $12,562-99.4% |