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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 | $185,312-84.5% | $161,489-82.2% | $154,746-81.4% |
| Participation rate | 22.7% | 82.5%-59.7pp | 78.7%-56.0pp | 80.7%-58.0pp |
| Annual return | 18.16% | 103.84%-85.7pp | 89.72%-71.6pp | 172.34%-154.2pp |
| Employer contribution / active EE | $301 | $4,769-93.7% | $4,268-92.9% | $4,379-93.1% |
| Participant deferral / active EE | $589 | $6,350-90.7% | $5,630-89.5% | $6,730-91.2% |
| Admin fee / account holder | $263 | $18,654-98.6% | $16,006-98.4% | $14,365-98.2% |