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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 | $96,218 | $160,040-39.9% | $147,096-34.6% | $145,877-34.0% |
| Participation rate | 53.8% | 84.0%-30.2pp | 82.2%-28.3pp | 80.3%-26.5pp |
| Annual return | 11.04% | 98.49%-87.5pp | 419.75%-408.7pp | 551.28%-540.2pp |
| Employer contribution / active EE | $747 | $5,289-85.9% | $4,936-84.9% | $4,663-84.0% |
| Participant deferral / active EE | $1,012 | $8,429-88.0% | $8,071-87.5% | $6,691-84.9% |
| Admin fee / account holder | $0 | $15,050-100.0% | $13,005-100.0% | $13,402-100.0% |