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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 | $32,124 | $156,398-79.5% | $147,318-78.2% | $138,895-76.9% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.4pp | 79.9%-13.3pp |
| Annual return | 17.18% | 78.75%-61.6pp | 70.43%-53.2pp | 145.39%-128.2pp |
| Employer contribution / active EE | $344 | $4,853-92.9% | $4,593-92.5% | $4,194-91.8% |
| Participant deferral / active EE | $344 | $8,237-95.8% | $7,906-95.6% | $6,396-94.6% |
| Admin fee / account holder | $20 | $14,976-99.9% | $13,708-99.9% | $12,562-99.8% |