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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 | $72,811 | $80,983-10.1% | $96,544-24.6% | $75,177-3.1% |
| Participation rate | 65.4% | 71.8%-6.4pp | 76.0%-10.6pp | 67.2%-1.8pp |
| Annual return | 19.10% | 27.05%-8.0pp | 25.88%-6.8pp | 160.75%-141.7pp |
| Employer contribution / active EE | $7 | $2,282-99.7% | $2,966-99.8% | $2,671-99.7% |
| Participant deferral / active EE | $473 | $3,929-88.0% | $4,851-90.2% | $4,126-88.5% |
| Admin fee / account holder | $185 | $6,717-97.2% | $8,254-97.8% | $5,651-96.7% |