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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 | $52,691 | $181,062-70.9% | $158,223-66.7% | $155,188-66.0% |
| Participation rate | 12.5% | 82.7%-70.2pp | 79.2%-66.7pp | 80.8%-68.3pp |
| Annual return | 22.69% | 57.39%-34.7pp | 52.09%-29.4pp | 148.84%-126.1pp |
| Employer contribution / active EE | $340 | $4,565-92.6% | $4,109-91.7% | $4,248-92.0% |
| Participant deferral / active EE | $1,526 | $6,134-75.1% | $5,467-72.1% | $6,531-76.6% |
| Admin fee / account holder | $20 | $18,825-99.9% | $16,047-99.9% | $14,480-99.9% |