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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 | $66,682 | $129,737-48.6% | $119,126-44.0% | $154,746-56.9% |
| Participation rate | 40.0% | 78.9%-38.9pp | 75.8%-35.8pp | 80.7%-40.7pp |
| Annual return | 20.71% | 379.08%-358.4pp | 282.11%-261.4pp | 172.34%-151.6pp |
| Employer contribution / active EE | $735 | $4,375-83.2% | $4,034-81.8% | $4,379-83.2% |
| Participant deferral / active EE | $1,528 | $5,842-73.8% | $5,318-71.3% | $6,730-77.3% |
| Admin fee / account holder | $0 | $11,961-100.0% | $10,693-100.0% | $14,365-100.0% |