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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 | $107,751 | $201,370-46.5% | $184,256-41.5% | $145,897-26.1% |
| Participation rate | 33.3% | 87.5%-54.2pp | 86.8%-53.5pp | 80.3%-47.0pp |
| Annual return | 18.07% | 29.05%-11.0pp | 28.85%-10.8pp | 552.29%-534.2pp |
| Employer contribution / active EE | $723 | $7,024-89.7% | $6,427-88.7% | $4,663-84.5% |
| Participant deferral / active EE | $1,812 | $9,808-81.5% | $9,133-80.2% | $6,689-72.9% |
| Admin fee / account holder | $66 | $16,364-99.6% | $13,899-99.5% | $13,390-99.5% |