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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 | $94,714 | $154,235-38.6% | $130,070-27.2% | $139,500-32.1% |
| Participation rate | 66.7% | 82.0%-15.3pp | 78.5%-11.8pp | 80.3%-13.7pp |
| Annual return | 14.78% | 32.53%-17.7pp | -137.40%+152.2pp | 373.99%-359.2pp |
| Employer contribution / active EE | $798 | $5,293-84.9% | $4,322-81.5% | $4,755-83.2% |
| Participant deferral / active EE | $1,597 | $6,709-76.2% | $5,821-72.6% | $6,713-76.2% |
| Admin fee / account holder | $17 | $13,991-99.9% | $10,600-99.8% | $11,410-99.9% |