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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 | $95,872 | $138,312-30.7% | $122,979-22.0% | $155,188-38.2% |
| Participation rate | 30.4% | 80.2%-49.8pp | 77.2%-46.8pp | 80.8%-50.4pp |
| Annual return | 7.77% | 22.06%-14.3pp | 20.12%-12.3pp | 148.84%-141.1pp |
| Employer contribution / active EE | $523 | $3,530-85.2% | $3,062-82.9% | $4,248-87.7% |
| Participant deferral / active EE | $753 | $5,592-86.5% | $5,003-85.0% | $6,531-88.5% |
| Admin fee / account holder | $33 | $15,089-99.8% | $12,864-99.7% | $14,480-99.8% |