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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 | $29,217 | $183,592-84.1% | $155,574-81.2% | $145,877-80.0% |
| Participation rate | 46.7% | 82.7%-36.0pp | 78.2%-31.5pp | 80.3%-33.6pp |
| Annual return | 21.79% | 61.37%-39.6pp | 64.87%-43.1pp | 551.28%-529.5pp |
| Employer contribution / active EE | $477 | $5,317-91.0% | $4,676-89.8% | $4,663-89.8% |
| Participant deferral / active EE | $1,653 | $6,466-74.4% | $5,629-70.6% | $6,691-75.3% |
| Admin fee / account holder | $203 | $19,316-98.9% | $15,914-98.7% | $13,402-98.5% |