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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 | $81,213 | $171,492-52.6% | $150,734-46.1% | $198,609-59.1% |
| Participation rate | 27.3% | 81.4%-54.1pp | 78.4%-51.2pp | 82.4%-55.1pp |
| Annual return | 18.27% | 804.70%-786.4pp | 600.81%-582.5pp | 202.70%-184.4pp |
| Employer contribution / active EE | $1,085 | $5,470-80.2% | $4,918-77.9% | $5,055-78.5% |
| Participant deferral / active EE | $1,159 | $6,259-81.5% | $5,610-79.3% | $6,977-83.4% |
| Admin fee / account holder | $173 | $17,628-99.0% | $14,905-98.8% | $19,030-99.1% |