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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 | $84,974 | $201,344-57.8% | $184,243-53.9% | $145,877-41.7% |
| Participation rate | 62.5% | 87.5%-25.0pp | 86.8%-24.3pp | 80.3%-17.8pp |
| Annual return | 9.68% | 29.01%-19.3pp | 28.82%-19.1pp | 551.28%-541.6pp |
| Employer contribution / active EE | $1,102 | $7,022-84.3% | $6,427-82.9% | $4,663-76.4% |
| Participant deferral / active EE | $1,730 | $9,807-82.4% | $9,132-81.1% | $6,691-74.1% |
| Admin fee / account holder | $83 | $16,382-99.5% | $13,914-99.4% | $13,402-99.4% |