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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 | $101,355 | $124,425-18.5% | $112,040-9.5% | $137,256-26.2% |
| Participation rate | 26.7% | 79.3%-52.6pp | 76.5%-49.8pp | 80.0%-53.3pp |
| Annual return | 19.50% | 24.72%-5.2pp | 24.52%-5.0pp | 220.34%-200.8pp |
| Employer contribution / active EE | $267 | $3,411-92.2% | $2,954-91.0% | $4,156-93.6% |
| Participant deferral / active EE | $417 | $5,718-92.7% | $5,098-91.8% | $6,407-93.5% |
| Admin fee / account holder | $233 | $15,207-98.5% | $12,098-98.1% | $12,270-98.1% |