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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 | $29,408 | $201,264-85.4% | $184,185-84.0% | $145,978-79.9% |
| Participation rate | 35.3% | 87.5%-52.2pp | 86.8%-51.5pp | 80.3%-45.0pp |
| Annual return | 13.99% | 29.00%-15.0pp | 28.81%-14.8pp | 550.52%-536.5pp |
| Employer contribution / active EE | $556 | $7,021-92.1% | $6,426-91.3% | $4,662-88.1% |
| Participant deferral / active EE | $962 | $9,806-90.2% | $9,132-89.5% | $6,690-85.6% |
| Admin fee / account holder | $298 | $16,376-98.2% | $13,909-97.9% | $13,400-97.8% |