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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 | $77,328 | $157,296-50.8% | $141,191-45.2% | $152,897-49.4% |
| Participation rate | 35.0% | 84.8%-49.8pp | 82.5%-47.5pp | 82.5%-47.5pp |
| Annual return | 23.82% | 64.34%-40.5pp | 71.41%-47.6pp | 345.43%-321.6pp |
| Employer contribution / active EE | $115 | $5,262-97.8% | $4,736-97.6% | $4,764-97.6% |
| Participant deferral / active EE | $872 | $7,111-87.7% | $6,710-87.0% | $5,851-85.1% |
| Admin fee / account holder | $99 | $12,125-99.2% | $10,264-99.0% | $11,599-99.1% |