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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 | $31,921 | $201,344-84.1% | $184,243-82.7% | $145,877-78.1% |
| Participation rate | 66.7% | 87.5%-20.8pp | 86.8%-20.2pp | 80.3%-13.6pp |
| Annual return | 12.71% | 29.01%-16.3pp | 28.82%-16.1pp | 551.28%-538.6pp |
| Employer contribution / active EE | $1,114 | $7,022-84.1% | $6,427-82.7% | $4,663-76.1% |
| Participant deferral / active EE | $2,292 | $9,807-76.6% | $9,132-74.9% | $6,691-65.7% |
| Admin fee / account holder | $263 | $16,382-98.4% | $13,914-98.1% | $13,402-98.0% |