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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 | $34,723 | $154,228-77.5% | $145,433-76.1% | $137,256-74.7% |
| Participation rate | 33.3% | 83.8%-50.5pp | 82.1%-48.8pp | 80.0%-46.6pp |
| Annual return | 22.09% | 74.59%-52.5pp | 66.58%-44.5pp | 220.34%-198.3pp |
| Employer contribution / active EE | $700 | $4,804-85.4% | $4,554-84.6% | $4,156-83.2% |
| Participant deferral / active EE | $1,300 | $8,216-84.2% | $7,897-83.5% | $6,407-79.7% |
| Admin fee / account holder | $0 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |