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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 | $18,974 | $129,737-85.4% | $119,126-84.1% | $154,746-87.7% |
| Participation rate | 66.7% | 78.9%-12.2pp | 75.8%-9.1pp | 80.7%-14.0pp |
| Annual return | 12.57% | 379.08%-366.5pp | 282.11%-269.5pp | 172.34%-159.8pp |
| Employer contribution / active EE | $950 | $4,375-78.3% | $4,034-76.4% | $4,379-78.3% |
| Participant deferral / active EE | $1,322 | $5,842-77.4% | $5,318-75.1% | $6,730-80.4% |
| Admin fee / account holder | $176 | $11,961-98.5% | $10,693-98.4% | $14,365-98.8% |