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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 | $68,435 | $51,638+32.5% | $68,368+0.1% | $82,448-17.0% |
| Participation rate | 18.6% | 63.6%-45.0pp | 73.8%-55.1pp | 68.1%-49.5pp |
| Annual return | 18.84% | 37.53%-18.7pp | 292.57%-273.7pp | 41.64%-22.8pp |
| Employer contribution / active EE | $190 | $2,047-90.7% | $2,649-92.8% | $2,551-92.5% |
| Participant deferral / active EE | $234 | $2,914-92.0% | $4,123-94.3% | $4,139-94.4% |
| Admin fee / account holder | $155 | $4,643-96.7% | $5,150-97.0% | $7,234-97.9% |