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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 | $57,364 | $217,432-73.6% | $185,849-69.1% | $167,536-65.8% |
| Participation rate | 50.0% | 86.1%-36.1pp | 81.7%-31.7pp | 82.1%-32.1pp |
| Annual return | 12.78% | 148.42%-135.6pp | 122.10%-109.3pp | 478.82%-466.0pp |
| Employer contribution / active EE | $293 | $5,875-95.0% | $5,169-94.3% | $4,839-94.0% |
| Participant deferral / active EE | $2,250 | $6,357-64.6% | $5,569-59.6% | $6,342-64.5% |
| Admin fee / account holder | $24 | $19,818-99.9% | $16,244-99.9% | $12,315-99.8% |