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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 | $40,382 | $132,099-69.4% | $115,599-65.1% | $138,895-70.9% |
| Participation rate | 57.1% | 77.9%-20.7pp | 74.3%-17.1pp | 79.9%-22.8pp |
| Annual return | 9.52% | 176.76%-167.2pp | 111.10%-101.6pp | 145.39%-135.9pp |
| Employer contribution / active EE | $651 | $3,416-80.9% | $2,955-78.0% | $4,194-84.5% |
| Participant deferral / active EE | $1,303 | $5,617-76.8% | $4,889-73.4% | $6,396-79.6% |
| Admin fee / account holder | $0 | $15,650-100.0% | $12,841-100.0% | $12,562-100.0% |