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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 | $88,411 | $114,119-22.5% | $107,187-17.5% | $138,895-36.3% |
| Participation rate | 41.7% | 78.1%-36.4pp | 75.0%-33.4pp | 79.9%-38.3pp |
| Annual return | 16.31% | 273.21%-256.9pp | 204.55%-188.2pp | 145.39%-129.1pp |
| Employer contribution / active EE | $441 | $4,059-89.1% | $3,782-88.3% | $4,194-89.5% |
| Participant deferral / active EE | $1,194 | $5,538-78.4% | $5,096-76.6% | $6,396-81.3% |
| Admin fee / account holder | $8 | $10,024-99.9% | $9,162-99.9% | $12,562-99.9% |