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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 | $41,749 | $162,136-74.3% | $152,301-72.6% | $154,746-73.0% |
| Participation rate | 50.0% | 84.1%-34.1pp | 82.4%-32.4pp | 80.7%-30.7pp |
| Annual return | 20.89% | 91.02%-70.1pp | 80.50%-59.6pp | 172.34%-151.4pp |
| Employer contribution / active EE | $760 | $4,890-84.5% | $4,624-83.6% | $4,379-82.6% |
| Participant deferral / active EE | $1,240 | $8,341-85.1% | $8,004-84.5% | $6,730-81.6% |
| Admin fee / account holder | $28 | $15,759-99.8% | $14,398-99.8% | $14,365-99.8% |