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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 | $26,175 | $135,956-80.7% | $123,894-78.9% | $273,972-90.4% |
| Participation rate | 25.0% | 84.1%-59.1pp | 81.4%-56.4pp | 83.0%-58.0pp |
| Annual return | 9.76% | 56.63%-46.9pp | 47.52%-37.8pp | 41.46%-31.7pp |
| Employer contribution / active EE | $524 | $5,170-89.9% | $4,617-88.7% | $4,869-89.2% |
| Participant deferral / active EE | $556 | $6,343-91.2% | $5,984-90.7% | $5,287-89.5% |
| Admin fee / account holder | $185 | $9,817-98.1% | $8,357-97.8% | $10,133-98.2% |