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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 | $25,728 | $154,228-83.3% | $145,433-82.3% | $137,256-81.3% |
| Participation rate | 61.5% | 83.8%-22.3pp | 82.1%-20.6pp | 80.0%-18.4pp |
| Annual return | 16.97% | 74.59%-57.6pp | 66.58%-49.6pp | 220.34%-203.4pp |
| Employer contribution / active EE | $782 | $4,804-83.7% | $4,554-82.8% | $4,156-81.2% |
| Participant deferral / active EE | $985 | $8,216-88.0% | $7,897-87.5% | $6,407-84.6% |
| Admin fee / account holder | $0 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |