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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 | $55,309 | $185,905-70.2% | $170,057-67.5% | $139,487-60.3% |
| Participation rate | 40.0% | 87.8%-47.8pp | 87.0%-47.0pp | 80.3%-40.3pp |
| Annual return | 15.24% | 60.56%-45.3pp | 53.42%-38.2pp | 373.84%-358.6pp |
| Employer contribution / active EE | $1,157 | $7,597-84.8% | $6,790-83.0% | $4,755-75.7% |
| Participant deferral / active EE | $1,992 | $11,627-82.9% | $10,411-80.9% | $6,713-70.3% |
| Admin fee / account holder | $45 | $15,397-99.7% | $12,826-99.6% | $11,407-99.6% |