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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 | $42,549 | $175,231-75.7% | $149,696-71.6% | $139,466-69.5% |
| Participation rate | 63.6% | 83.4%-19.8pp | 78.8%-15.1pp | 80.3%-16.7pp |
| Annual return | 11.88% | 166.77%-154.9pp | 134.46%-122.6pp | 373.66%-361.8pp |
| Employer contribution / active EE | $256 | $5,478-95.3% | $4,821-94.7% | $4,754-94.6% |
| Participant deferral / active EE | $641 | $6,521-90.2% | $5,682-88.7% | $6,712-90.4% |
| Admin fee / account holder | $0 | $16,155-100.0% | $13,212-100.0% | $11,409-100.0% |