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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 | $28,309 | $201,344-85.9% | $184,243-84.6% | $145,877-80.6% |
| Participation rate | 50.0% | 87.5%-37.5pp | 86.8%-36.8pp | 80.3%-30.3pp |
| Annual return | 19.09% | 29.01%-9.9pp | 28.82%-9.7pp | 551.28%-532.2pp |
| Employer contribution / active EE | $1,178 | $7,022-83.2% | $6,427-81.7% | $4,663-74.7% |
| Participant deferral / active EE | $2,105 | $9,807-78.5% | $9,132-77.0% | $6,691-68.5% |
| Admin fee / account holder | $191 | $16,382-98.8% | $13,914-98.6% | $13,402-98.6% |