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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 | $55,904 | $197,625-71.7% | $177,840-68.6% | $158,966-64.8% |
| Participation rate | 66.7% | 88.5%-21.9pp | 87.7%-21.1pp | 82.0%-15.3pp |
| Annual return | 8.08% | 58.76%-50.7pp | 48.32%-40.2pp | 302.95%-294.9pp |
| Employer contribution / active EE | $754 | $6,698-88.7% | $5,919-87.3% | $4,762-84.2% |
| Participant deferral / active EE | $2,340 | $8,405-72.2% | $7,714-69.7% | $5,983-60.9% |
| Admin fee / account holder | $209 | $15,405-98.6% | $12,431-98.3% | $11,250-98.1% |