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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 | $53,672 | $157,296-65.9% | $141,191-62.0% | $152,897-64.9% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.5%-15.8pp |
| Annual return | 113.68% | 64.34%+49.3pp | 71.41%+42.3pp | 345.43%-231.7pp |
| Employer contribution / active EE | $333 | $5,262-93.7% | $4,736-93.0% | $4,764-93.0% |
| Participant deferral / active EE | $1,347 | $7,111-81.1% | $6,710-79.9% | $5,851-77.0% |
| Admin fee / account holder | $128 | $12,125-98.9% | $10,264-98.8% | $11,599-98.9% |