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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 | $22,806 | $148,629-84.7% | $135,982-83.2% | $139,487-83.7% |
| Participation rate | 14.3% | 83.9%-69.6pp | 81.9%-67.6pp | 80.3%-66.1pp |
| Annual return | 22.69% | 79.33%-56.6pp | 68.32%-45.6pp | 373.84%-351.1pp |
| Employer contribution / active EE | $949 | $5,247-81.9% | $4,859-80.5% | $4,755-80.0% |
| Participant deferral / active EE | $1,294 | $8,102-84.0% | $7,760-83.3% | $6,713-80.7% |
| Admin fee / account holder | $89 | $12,406-99.3% | $10,767-99.2% | $11,407-99.2% |