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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 | $196,972-78.8% | $182,262-77.1% | $198,609-79.0% |
| Participation rate | 50.0% | 85.7%-35.7pp | 84.2%-34.2pp | 82.4%-32.4pp |
| Annual return | 20.89% | 158.27%-137.4pp | 140.60%-119.7pp | 202.70%-181.8pp |
| Employer contribution / active EE | $760 | $5,364-85.8% | $5,046-84.9% | $5,055-85.0% |
| Participant deferral / active EE | $1,240 | $8,643-85.7% | $8,276-85.0% | $6,977-82.2% |
| Admin fee / account holder | $28 | $18,429-99.8% | $16,712-99.8% | $19,030-99.9% |