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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 | $28,470 | $201,259-85.9% | $184,200-84.5% | $145,959-80.5% |
| Participation rate | 33.3% | 87.5%-54.2pp | 86.8%-53.5pp | 80.3%-47.0pp |
| Annual return | 15.66% | 28.98%-13.3pp | 28.80%-13.1pp | 561.95%-546.3pp |
| Employer contribution / active EE | $1,112 | $7,018-84.2% | $6,424-82.7% | $4,661-76.1% |
| Participant deferral / active EE | $1,578 | $9,806-83.9% | $9,132-82.7% | $6,689-76.4% |
| Admin fee / account holder | $149 | $16,372-99.1% | $13,907-98.9% | $13,398-98.9% |