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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 | $28,781 | $172,111-83.3% | $150,298-80.9% | $137,256-79.0% |
| Participation rate | 22.7% | 81.7%-59.0pp | 77.8%-55.0pp | 80.0%-57.2pp |
| Annual return | 18.16% | 69.37%-51.2pp | 62.79%-44.6pp | 220.34%-202.2pp |
| Employer contribution / active EE | $301 | $4,636-93.5% | $4,154-92.7% | $4,156-92.7% |
| Participant deferral / active EE | $589 | $6,166-90.4% | $5,453-89.2% | $6,407-90.8% |
| Admin fee / account holder | $263 | $16,471-98.4% | $14,116-98.1% | $12,270-97.9% |