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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 | $35,462 | $181,062-80.4% | $158,223-77.6% | $155,188-77.1% |
| Participation rate | 66.7% | 82.7%-16.0pp | 79.2%-12.5pp | 80.8%-14.1pp |
| Annual return | 19.43% | 57.39%-38.0pp | 52.09%-32.7pp | 148.84%-129.4pp |
| Employer contribution / active EE | $306 | $4,565-93.3% | $4,109-92.5% | $4,248-92.8% |
| Participant deferral / active EE | $919 | $6,134-85.0% | $5,467-83.2% | $6,531-85.9% |
| Admin fee / account holder | $253 | $18,825-98.7% | $16,047-98.4% | $14,480-98.3% |