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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 | $30,041 | $178,174-83.1% | $156,181-80.8% | $137,256-78.1% |
| Participation rate | 58.3% | 82.0%-23.7pp | 78.8%-20.5pp | 80.0%-21.6pp |
| Annual return | 16.27% | 84.19%-67.9pp | 64.87%-48.6pp | 220.34%-204.1pp |
| Employer contribution / active EE | $684 | $4,972-86.3% | $4,294-84.1% | $4,156-83.6% |
| Participant deferral / active EE | $1,834 | $6,888-73.4% | $6,132-70.1% | $6,407-71.4% |
| Admin fee / account holder | $61 | $17,404-99.7% | $14,586-99.6% | $12,270-99.5% |