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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 | $41,303 | $162,136-74.5% | $152,301-72.9% | $154,746-73.3% |
| Participation rate | 33.3% | 84.1%-50.8pp | 82.4%-49.1pp | 80.7%-47.4pp |
| Annual return | 22.00% | 91.02%-69.0pp | 80.50%-58.5pp | 172.34%-150.3pp |
| Employer contribution / active EE | $508 | $4,890-89.6% | $4,624-89.0% | $4,379-88.4% |
| Participant deferral / active EE | $990 | $8,341-88.1% | $8,004-87.6% | $6,730-85.3% |
| Admin fee / account holder | $16 | $15,759-99.9% | $14,398-99.9% | $14,365-99.9% |