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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 | $133,941 | $162,136-17.4% | $152,301-12.1% | $154,746-13.4% |
| Participation rate | 14.3% | 84.1%-69.8pp | 82.4%-68.2pp | 80.7%-66.4pp |
| Annual return | 20.17% | 91.02%-70.9pp | 80.50%-60.3pp | 172.34%-152.2pp |
| Employer contribution / active EE | $225 | $4,890-95.4% | $4,624-95.1% | $4,379-94.9% |
| Participant deferral / active EE | $1,125 | $8,341-86.5% | $8,004-85.9% | $6,730-83.3% |
| Admin fee / account holder | $120 | $15,759-99.2% | $14,398-99.2% | $14,365-99.2% |