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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 | $31,880 | $175,257-81.8% | $149,717-78.7% | $139,456-77.1% |
| Participation rate | 20.0% | 83.4%-63.4pp | 78.8%-58.8pp | 80.3%-60.3pp |
| Annual return | 14.60% | 166.70%-152.1pp | 134.41%-119.8pp | 373.45%-358.8pp |
| Employer contribution / active EE | $728 | $5,477-86.7% | $4,820-84.9% | $4,753-84.7% |
| Participant deferral / active EE | $1,125 | $6,521-82.8% | $5,682-80.2% | $6,711-83.2% |
| Admin fee / account holder | $83 | $16,156-99.5% | $13,213-99.4% | $11,407-99.3% |