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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 | $29,471 | $178,174-83.5% | $156,181-81.1% | $137,256-78.5% |
| Participation rate | 66.7% | 82.0%-15.4pp | 78.8%-12.2pp | 80.0%-13.3pp |
| Annual return | 10.53% | 84.19%-73.7pp | 64.87%-54.3pp | 220.34%-209.8pp |
| Employer contribution / active EE | $520 | $4,972-89.5% | $4,294-87.9% | $4,156-87.5% |
| Participant deferral / active EE | $1,040 | $6,888-84.9% | $6,132-83.0% | $6,407-83.8% |
| Admin fee / account holder | $0 | $17,404-100.0% | $14,586-100.0% | $12,270-100.0% |