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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 | $29,696 | $201,372-85.3% | $184,260-83.9% | $145,884-79.6% |
| Participation rate | 33.3% | 87.5%-54.2pp | 86.8%-53.5pp | 80.3%-47.0pp |
| Annual return | 11.96% | 29.04%-17.1pp | 28.84%-16.9pp | 551.85%-539.9pp |
| Employer contribution / active EE | $1,272 | $7,024-81.9% | $6,427-80.2% | $4,662-72.7% |
| Participant deferral / active EE | $2,157 | $9,808-78.0% | $9,133-76.4% | $6,690-67.8% |
| Admin fee / account holder | $0 | $16,362-100.0% | $13,898-100.0% | $13,392-100.0% |