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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 | $184,014-84.0% | $161,149-81.7% | $138,895-78.8% |
| Participation rate | 66.7% | 82.1%-15.4pp | 78.8%-12.2pp | 79.9%-13.3pp |
| Annual return | 10.53% | 21.52%-11.0pp | 21.16%-10.6pp | 145.39%-134.9pp |
| Employer contribution / active EE | $520 | $5,055-89.7% | $4,360-88.1% | $4,194-87.6% |
| Participant deferral / active EE | $1,040 | $6,909-84.9% | $6,153-83.1% | $6,396-83.7% |
| Admin fee / account holder | $0 | $18,027-100.0% | $15,194-100.0% | $12,562-100.0% |