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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 | $28,821 | $160,040-82.0% | $147,096-80.4% | $145,877-80.2% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.2%-22.2pp | 80.3%-20.3pp |
| Annual return | 14.64% | 98.49%-83.9pp | 419.75%-405.1pp | 551.28%-536.6pp |
| Employer contribution / active EE | $717 | $5,289-86.4% | $4,936-85.5% | $4,663-84.6% |
| Participant deferral / active EE | $1,934 | $8,429-77.1% | $8,071-76.0% | $6,691-71.1% |
| Admin fee / account holder | $184 | $15,050-98.8% | $13,005-98.6% | $13,402-98.6% |