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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 | $40,872 | $174,379-76.6% | $152,093-73.1% | $138,895-70.6% |
| Participation rate | 11.1% | 81.6%-70.5pp | 77.8%-66.7pp | 79.9%-68.8pp |
| Annual return | 20.74% | 74.86%-54.1pp | 66.36%-45.6pp | 145.39%-124.6pp |
| Employer contribution / active EE | $556 | $4,652-88.1% | $4,175-86.7% | $4,194-86.8% |
| Participant deferral / active EE | $556 | $6,159-91.0% | $5,451-89.8% | $6,396-91.3% |
| Admin fee / account holder | $0 | $16,880-100.0% | $14,497-100.0% | $12,562-100.0% |