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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 | $77,879 | $178,174-56.3% | $156,181-50.1% | $137,256-43.3% |
| Participation rate | 42.9% | 82.0%-39.2pp | 78.8%-36.0pp | 80.0%-37.1pp |
| Annual return | 13.49% | 84.19%-70.7pp | 64.87%-51.4pp | 220.34%-206.9pp |
| Employer contribution / active EE | $197 | $4,972-96.0% | $4,294-95.4% | $4,156-95.3% |
| Participant deferral / active EE | $1,309 | $6,888-81.0% | $6,132-78.7% | $6,407-79.6% |
| Admin fee / account holder | $5 | $17,404-100.0% | $14,586-100.0% | $12,270-100.0% |