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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 | $13,418 | $172,111-92.2% | $150,298-91.1% | $137,256-90.2% |
| Participation rate | 44.4% | 81.7%-37.3pp | 77.8%-33.3pp | 80.0%-35.5pp |
| Annual return | 13.11% | 69.37%-56.3pp | 62.79%-49.7pp | 220.34%-207.2pp |
| Employer contribution / active EE | $552 | $4,636-88.1% | $4,154-86.7% | $4,156-86.7% |
| Participant deferral / active EE | $1,095 | $6,166-82.2% | $5,453-79.9% | $6,407-82.9% |
| Admin fee / account holder | $274 | $16,471-98.3% | $14,116-98.1% | $12,270-97.8% |