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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 | $23,287 | $183,516-87.3% | $155,534-85.0% | $145,884-84.0% |
| Participation rate | 22.7% | 82.7%-60.0pp | 78.2%-55.5pp | 80.3%-57.6pp |
| Annual return | 10.37% | 61.43%-51.1pp | 64.92%-54.5pp | 551.85%-541.5pp |
| Employer contribution / active EE | $286 | $5,315-94.6% | $4,675-93.9% | $4,662-93.9% |
| Participant deferral / active EE | $826 | $6,467-87.2% | $5,630-85.3% | $6,690-87.7% |
| Admin fee / account holder | $0 | $19,293-100.0% | $15,900-100.0% | $13,392-100.0% |