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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 | $19,111 | $182,442-89.5% | $163,379-88.3% | $138,895-86.2% |
| Participation rate | 30.8% | 79.8%-49.0pp | 76.8%-46.1pp | 79.9%-49.1pp |
| Annual return | 19.13% | 72.74%-53.6pp | 63.41%-44.3pp | 145.39%-126.3pp |
| Employer contribution / active EE | $321 | $4,159-92.3% | $3,752-91.4% | $4,194-92.3% |
| Participant deferral / active EE | $321 | $6,817-95.3% | $6,282-94.9% | $6,396-95.0% |
| Admin fee / account holder | $0 | $10,396-100.0% | $9,818-100.0% | $12,562-100.0% |