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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 | $201,370-85.9% | $184,256-84.5% | $145,897-80.5% |
| Participation rate | 33.3% | 87.5%-54.2pp | 86.8%-53.5pp | 80.3%-47.0pp |
| Annual return | 15.66% | 29.05%-13.4pp | 28.85%-13.2pp | 552.29%-536.6pp |
| Employer contribution / active EE | $1,112 | $7,024-84.2% | $6,427-82.7% | $4,663-76.2% |
| Participant deferral / active EE | $1,578 | $9,808-83.9% | $9,133-82.7% | $6,689-76.4% |
| Admin fee / account holder | $149 | $16,364-99.1% | $13,899-98.9% | $13,390-98.9% |