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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 | $42,269 | $153,769-72.5% | $133,975-68.5% | $273,972-84.6% |
| Participation rate | 60.0% | 88.4%-28.4pp | 87.1%-27.1pp | 83.0%-23.0pp |
| Annual return | 7.93% | 36.51%-28.6pp | 29.29%-21.4pp | 41.46%-33.5pp |
| Employer contribution / active EE | $664 | $6,029-89.0% | $5,211-87.3% | $4,869-86.4% |
| Participant deferral / active EE | $996 | $6,958-85.7% | $6,282-84.1% | $5,287-81.2% |
| Admin fee / account holder | $119 | $11,765-99.0% | $9,324-98.7% | $10,133-98.8% |