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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 | $71,561 | $157,270-54.5% | $141,173-49.3% | $152,870-53.2% |
| Participation rate | 60.0% | 84.8%-24.8pp | 82.5%-22.5pp | 82.4%-22.4pp |
| Annual return | 18.36% | 64.33%-46.0pp | 71.40%-53.0pp | 345.34%-327.0pp |
| Employer contribution / active EE | $844 | $5,261-84.0% | $4,735-82.2% | $4,763-82.3% |
| Participant deferral / active EE | $1,320 | $7,110-81.4% | $6,710-80.3% | $5,850-77.4% |
| Admin fee / account holder | $0 | $12,121-100.0% | $10,262-100.0% | $11,597-100.0% |