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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 | $26,444 | $227,566-88.4% | $189,558-86.0% | $167,518-84.2% |
| Participation rate | 33.3% | 82.5%-49.2pp | 78.5%-45.1pp | 82.1%-48.8pp |
| Annual return | 12.33% | 78.43%-66.1pp | 64.19%-51.9pp | 478.71%-466.4pp |
| Employer contribution / active EE | $586 | $5,316-89.0% | $4,412-86.7% | $4,838-87.9% |
| Participant deferral / active EE | $722 | $7,002-89.7% | $6,174-88.3% | $6,342-88.6% |
| Admin fee / account holder | $101 | $11,881-99.1% | $9,809-99.0% | $12,312-99.2% |