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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 | $201,344-46.5% | $184,243-41.5% | $145,877-26.1% |
| Participation rate | 33.3% | 87.5%-54.2pp | 86.8%-53.5pp | 80.3%-47.0pp |
| Annual return | 18.07% | 29.01%-10.9pp | 28.82%-10.7pp | 551.28%-533.2pp |
| Employer contribution / active EE | $723 | $7,022-89.7% | $6,427-88.7% | $4,663-84.5% |
| Participant deferral / active EE | $1,812 | $9,807-81.5% | $9,132-80.2% | $6,691-72.9% |
| Admin fee / account holder | $66 | $16,382-99.6% | $13,914-99.5% | $13,402-99.5% |