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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 | $157,304-54.5% | $141,197-49.3% | $152,909-53.2% |
| Participation rate | 60.0% | 84.8%-24.8pp | 82.5%-22.5pp | 82.5%-22.5pp |
| Annual return | 18.36% | 64.34%-46.0pp | 71.41%-53.0pp | 345.46%-327.1pp |
| Employer contribution / active EE | $844 | $5,263-84.0% | $4,736-82.2% | $4,764-82.3% |
| Participant deferral / active EE | $1,320 | $7,111-81.4% | $6,710-80.3% | $5,851-77.4% |
| Admin fee / account holder | $0 | $12,126-100.0% | $10,265-100.0% | $11,601-100.0% |