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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 | $106,276 | $155,555-31.7% | $146,866-27.6% | $155,188-31.5% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.5%-15.8pp | 80.8%-14.1pp |
| Annual return | 16.86% | 115.41%-98.6pp | 102.85%-86.0pp | 148.84%-132.0pp |
| Employer contribution / active EE | $534 | $4,647-88.5% | $4,425-87.9% | $4,248-87.4% |
| Participant deferral / active EE | $578 | $8,044-92.8% | $7,759-92.5% | $6,531-91.1% |
| Admin fee / account holder | $118 | $14,755-99.2% | $13,620-99.1% | $14,480-99.2% |