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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 | $27,651 | $183,516-84.9% | $155,534-82.2% | $145,884-81.0% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 15.42% | 61.43%-46.0pp | 64.92%-49.5pp | 551.85%-536.4pp |
| Employer contribution / active EE | $870 | $5,315-83.6% | $4,675-81.4% | $4,662-81.3% |
| Participant deferral / active EE | $1,367 | $6,467-78.9% | $5,630-75.7% | $6,690-79.6% |
| Admin fee / account holder | $296 | $19,293-98.5% | $15,900-98.1% | $13,392-97.8% |