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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 | $73,994 | $183,516-59.7% | $155,534-52.4% | $145,884-49.3% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.6pp | 80.3%-13.6pp |
| Annual return | 14.59% | 61.43%-46.8pp | 64.92%-50.3pp | 551.85%-537.3pp |
| Employer contribution / active EE | $422 | $5,315-92.1% | $4,675-91.0% | $4,662-91.0% |
| Participant deferral / active EE | $408 | $6,467-93.7% | $5,630-92.7% | $6,690-93.9% |
| Admin fee / account holder | $12 | $19,293-99.9% | $15,900-99.9% | $13,392-99.9% |