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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 | $199,109-60.9% | $173,730-55.2% | $154,746-49.7% |
| Participation rate | 42.9% | 82.8%-40.0pp | 79.6%-36.7pp | 80.7%-37.8pp |
| Annual return | 13.49% | 20.02%-6.5pp | 19.96%-6.5pp | 172.34%-158.8pp |
| Employer contribution / active EE | $197 | $5,311-96.3% | $4,577-95.7% | $4,379-95.5% |
| Participant deferral / active EE | $1,309 | $7,113-81.6% | $6,326-79.3% | $6,730-80.6% |
| Admin fee / account holder | $5 | $20,916-100.0% | $17,523-100.0% | $14,365-100.0% |