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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 | $35,672 | $178,174-80.0% | $156,181-77.2% | $137,256-74.0% |
| Participation rate | 33.3% | 82.0%-48.7pp | 78.8%-45.5pp | 80.0%-46.6pp |
| Annual return | 17.49% | 84.19%-66.7pp | 64.87%-47.4pp | 220.34%-202.9pp |
| Employer contribution / active EE | $289 | $4,972-94.2% | $4,294-93.3% | $4,156-93.0% |
| Participant deferral / active EE | $536 | $6,888-92.2% | $6,132-91.3% | $6,407-91.6% |
| Admin fee / account holder | $262 | $17,404-98.5% | $14,586-98.2% | $12,270-97.9% |