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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 | $148,215 | $185,312-20.0% | $161,489-8.2% | $154,746-4.2% |
| Participation rate | 57.1% | 82.5%-25.3pp | 78.7%-21.6pp | 80.7%-23.6pp |
| Annual return | 14.48% | 103.84%-89.4pp | 89.72%-75.2pp | 172.34%-157.9pp |
| Employer contribution / active EE | $661 | $4,769-86.1% | $4,268-84.5% | $4,379-84.9% |
| Participant deferral / active EE | $1,855 | $6,350-70.8% | $5,630-67.0% | $6,730-72.4% |
| Admin fee / account holder | $12 | $18,654-99.9% | $16,006-99.9% | $14,365-99.9% |