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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 | $32,083 | $165,399-80.6% | $149,745-78.6% | $158,982-79.8% |
| Participation rate | 25.0% | 84.6%-59.6pp | 82.5%-57.5pp | 82.0%-57.0pp |
| Annual return | 27.43% | 348.34%-320.9pp | 276.72%-249.3pp | 302.99%-275.6pp |
| Employer contribution / active EE | $598 | $5,105-88.3% | $4,646-87.1% | $4,763-87.4% |
| Participant deferral / active EE | $1,737 | $7,183-75.8% | $6,843-74.6% | $5,983-71.0% |
| Admin fee / account holder | $0 | $10,811-100.0% | $9,312-100.0% | $11,252-100.0% |