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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 | $57,767 | $197,603-70.8% | $177,827-67.5% | $158,950-63.7% |
| Participation rate | 33.3% | 88.5%-55.2pp | 87.7%-54.4pp | 82.0%-48.6pp |
| Annual return | 16.22% | 58.76%-42.5pp | 48.32%-32.1pp | 302.91%-286.7pp |
| Employer contribution / active EE | $967 | $6,698-85.6% | $5,918-83.7% | $4,762-79.7% |
| Participant deferral / active EE | $967 | $8,404-88.5% | $7,713-87.5% | $5,983-83.8% |
| Admin fee / account holder | $0 | $15,402-100.0% | $12,429-100.0% | $11,248-100.0% |