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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 | $69,193 | $211,105-67.2% | $178,449-61.2% | $145,978-52.6% |
| Participation rate | 66.7% | 80.8%-14.1pp | 77.1%-10.4pp | 80.3%-13.6pp |
| Annual return | 22.75% | 30.19%-7.4pp | 27.09%-4.3pp | 550.52%-527.8pp |
| Employer contribution / active EE | $584 | $4,569-87.2% | $3,951-85.2% | $4,662-87.5% |
| Participant deferral / active EE | $584 | $6,959-91.6% | $6,277-90.7% | $6,690-91.3% |
| Admin fee / account holder | $0 | $12,017-100.0% | $10,362-100.0% | $13,400-100.0% |