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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 | $42,038 | $183,627-77.1% | $155,602-73.0% | $145,978-71.2% |
| Participation rate | 5.9% | 82.7%-76.8pp | 78.2%-72.3pp | 80.3%-74.4pp |
| Annual return | 15.82% | 61.32%-45.5pp | 64.81%-49.0pp | 550.52%-534.7pp |
| Employer contribution / active EE | $855 | $5,316-83.9% | $4,675-81.7% | $4,662-81.7% |
| Participant deferral / active EE | $1,028 | $6,466-84.1% | $5,629-81.7% | $6,690-84.6% |
| Admin fee / account holder | $235 | $19,327-98.8% | $15,923-98.5% | $13,400-98.3% |