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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 | $35,526 | $165,399-78.5% | $149,745-76.3% | $158,982-77.7% |
| Participation rate | 50.0% | 84.6%-34.6pp | 82.5%-32.5pp | 82.0%-32.0pp |
| Annual return | 21.48% | 348.34%-326.9pp | 276.72%-255.2pp | 302.99%-281.5pp |
| Employer contribution / active EE | $750 | $5,105-85.3% | $4,646-83.9% | $4,763-84.3% |
| Participant deferral / active EE | $1,571 | $7,183-78.1% | $6,843-77.0% | $5,983-73.7% |
| Admin fee / account holder | $0 | $10,811-100.0% | $9,312-100.0% | $11,252-100.0% |