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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 | $36,884 | $201,372-81.7% | $184,260-80.0% | $145,884-74.7% |
| Participation rate | 31.6% | 87.5%-55.9pp | 86.8%-55.2pp | 80.3%-48.7pp |
| Annual return | 11.79% | 29.04%-17.3pp | 28.84%-17.1pp | 551.85%-540.1pp |
| Employer contribution / active EE | $1,384 | $7,024-80.3% | $6,427-78.5% | $4,662-70.3% |
| Participant deferral / active EE | $2,555 | $9,808-73.9% | $9,133-72.0% | $6,690-61.8% |
| Admin fee / account holder | $251 | $16,362-98.5% | $13,898-98.2% | $13,392-98.1% |