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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 | $34,946 | $160,028-78.2% | $147,080-76.2% | $145,884-76.0% |
| Participation rate | 40.0% | 84.0%-44.0pp | 82.2%-42.2pp | 80.3%-40.3pp |
| Annual return | 13.45% | 98.60%-85.1pp | 420.17%-406.7pp | 551.85%-538.4pp |
| Employer contribution / active EE | $741 | $5,286-86.0% | $4,933-85.0% | $4,662-84.1% |
| Participant deferral / active EE | $769 | $8,422-90.9% | $8,066-90.5% | $6,690-88.5% |
| Admin fee / account holder | $40 | $15,030-99.7% | $12,989-99.7% | $13,392-99.7% |