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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 | $181,062-18.1% | $158,223-6.3% | $155,188-4.5% |
| Participation rate | 57.1% | 82.7%-25.5pp | 79.2%-22.1pp | 80.8%-23.7pp |
| Annual return | 14.48% | 57.39%-42.9pp | 52.09%-37.6pp | 148.84%-134.4pp |
| Employer contribution / active EE | $661 | $4,565-85.5% | $4,109-83.9% | $4,248-84.4% |
| Participant deferral / active EE | $1,855 | $6,134-69.8% | $5,467-66.1% | $6,531-71.6% |
| Admin fee / account holder | $12 | $18,825-99.9% | $16,047-99.9% | $14,480-99.9% |