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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 | $56,403 | $197,603-71.5% | $177,827-68.3% | $158,950-64.5% |
| Participation rate | 50.0% | 88.5%-38.5pp | 87.7%-37.7pp | 82.0%-32.0pp |
| Annual return | 18.89% | 58.76%-39.9pp | 48.32%-29.4pp | 302.91%-284.0pp |
| Employer contribution / active EE | $1,234 | $6,698-81.6% | $5,918-79.1% | $4,762-74.1% |
| Participant deferral / active EE | $2,637 | $8,404-68.6% | $7,713-65.8% | $5,983-55.9% |
| Admin fee / account holder | $20 | $15,402-99.9% | $12,429-99.8% | $11,248-99.8% |