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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 | $44,013 | $183,516-76.0% | $155,534-71.7% | $145,884-69.8% |
| Participation rate | 20.0% | 82.7%-62.7pp | 78.2%-58.2pp | 80.3%-60.3pp |
| Annual return | 14.72% | 61.43%-46.7pp | 64.92%-50.2pp | 551.85%-537.1pp |
| Employer contribution / active EE | $462 | $5,315-91.3% | $4,675-90.1% | $4,662-90.1% |
| Participant deferral / active EE | $1,154 | $6,467-82.2% | $5,630-79.5% | $6,690-82.8% |
| Admin fee / account holder | $209 | $19,293-98.9% | $15,900-98.7% | $13,392-98.4% |