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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 | $99,181 | $183,592-46.0% | $155,574-36.2% | $145,877-32.0% |
| Participation rate | 27.8% | 82.7%-54.9pp | 78.2%-50.4pp | 80.3%-52.5pp |
| Annual return | 12.07% | 61.37%-49.3pp | 64.87%-52.8pp | 551.28%-539.2pp |
| Employer contribution / active EE | $397 | $5,317-92.5% | $4,676-91.5% | $4,663-91.5% |
| Participant deferral / active EE | $1,181 | $6,466-81.7% | $5,629-79.0% | $6,691-82.4% |
| Admin fee / account holder | $167 | $19,316-99.1% | $15,914-98.9% | $13,402-98.8% |