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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 | $42,212 | $157,296-73.2% | $141,191-70.1% | $152,897-72.4% |
| Participation rate | 33.3% | 84.8%-51.5pp | 82.5%-49.1pp | 82.5%-49.1pp |
| Annual return | 63.25% | 64.34%-1.1pp | 71.41%-8.2pp | 345.43%-282.2pp |
| Employer contribution / active EE | $587 | $5,262-88.9% | $4,736-87.6% | $4,764-87.7% |
| Participant deferral / active EE | $667 | $7,111-90.6% | $6,710-90.1% | $5,851-88.6% |
| Admin fee / account holder | $267 | $12,125-97.8% | $10,264-97.4% | $11,599-97.7% |