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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 | $86,381 | $157,304-45.1% | $141,197-38.8% | $152,909-43.5% |
| Participation rate | 20.0% | 84.8%-64.8pp | 82.5%-62.5pp | 82.5%-62.5pp |
| Annual return | 28.39% | 64.34%-36.0pp | 71.41%-43.0pp | 345.46%-317.1pp |
| Employer contribution / active EE | $317 | $5,263-94.0% | $4,736-93.3% | $4,764-93.3% |
| Participant deferral / active EE | $2,030 | $7,111-71.5% | $6,710-69.7% | $5,851-65.3% |
| Admin fee / account holder | $0 | $12,126-100.0% | $10,265-100.0% | $11,601-100.0% |