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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 | $66,450 | $160,070-58.5% | $147,117-54.8% | $145,897-54.5% |
| Participation rate | 22.2% | 84.0%-61.8pp | 82.2%-60.0pp | 80.3%-58.1pp |
| Annual return | 13.43% | 98.69%-85.3pp | 420.54%-407.1pp | 552.29%-538.9pp |
| Employer contribution / active EE | $432 | $5,285-91.8% | $4,932-91.3% | $4,663-90.7% |
| Participant deferral / active EE | $1,578 | $8,419-81.3% | $8,065-80.4% | $6,689-76.4% |
| Admin fee / account holder | $0 | $15,035-100.0% | $12,993-100.0% | $13,390-100.0% |