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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 | $139,948-71.1% | $121,663-66.8% | $154,746-73.9% |
| Participation rate | 57.1% | 78.0%-20.9pp | 74.5%-17.3pp | 80.7%-23.6pp |
| Annual return | 9.52% | 230.52%-221.0pp | 147.54%-138.0pp | 172.34%-162.8pp |
| Employer contribution / active EE | $651 | $3,521-81.5% | $3,020-78.4% | $4,379-85.1% |
| Participant deferral / active EE | $1,303 | $5,629-76.9% | $4,887-73.3% | $6,730-80.6% |
| Admin fee / account holder | $0 | $17,321-100.0% | $14,289-100.0% | $14,365-100.0% |