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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 | $12,294 | $172,111-92.9% | $150,298-91.8% | $137,256-91.0% |
| Participation rate | 38.5% | 81.7%-43.3pp | 77.8%-39.3pp | 80.0%-41.5pp |
| Annual return | 18.71% | 69.37%-50.7pp | 62.79%-44.1pp | 220.34%-201.6pp |
| Employer contribution / active EE | $402 | $4,636-91.3% | $4,154-90.3% | $4,156-90.3% |
| Participant deferral / active EE | $557 | $6,166-91.0% | $5,453-89.8% | $6,407-91.3% |
| Admin fee / account holder | $260 | $16,471-98.4% | $14,116-98.2% | $12,270-97.9% |