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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 | $47,311 | $185,312-74.5% | $161,489-70.7% | $154,746-69.4% |
| Participation rate | 37.5% | 82.5%-45.0pp | 78.7%-41.2pp | 80.7%-43.2pp |
| Annual return | 283.15% | 103.84%+179.3pp | 89.72%+193.4pp | 172.34%+110.8pp |
| Employer contribution / active EE | $931 | $4,769-80.5% | $4,268-78.2% | $4,379-78.8% |
| Participant deferral / active EE | $1,225 | $6,350-80.7% | $5,630-78.2% | $6,730-81.8% |
| Admin fee / account holder | $17 | $18,654-99.9% | $16,006-99.9% | $14,365-99.9% |