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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 | $31,389 | $160,040-80.4% | $147,096-78.7% | $145,877-78.5% |
| Participation rate | 62.5% | 84.0%-21.5pp | 82.2%-19.7pp | 80.3%-17.8pp |
| Annual return | 10.64% | 98.49%-87.9pp | 419.75%-409.1pp | 551.28%-540.6pp |
| Employer contribution / active EE | $350 | $5,289-93.4% | $4,936-92.9% | $4,663-92.5% |
| Participant deferral / active EE | $2,475 | $8,429-70.6% | $8,071-69.3% | $6,691-63.0% |
| Admin fee / account holder | $14 | $15,050-99.9% | $13,005-99.9% | $13,402-99.9% |