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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 | $25,064 | $228,352-89.0% | $185,835-86.5% | $158,966-84.2% |
| Participation rate | 25.0% | 82.3%-57.3pp | 78.0%-53.0pp | 82.0%-57.0pp |
| Annual return | 23.16% | 40.81%-17.6pp | 35.96%-12.8pp | 302.95%-279.8pp |
| Employer contribution / active EE | $221 | $4,967-95.6% | $4,087-94.6% | $4,762-95.4% |
| Participant deferral / active EE | $570 | $6,416-91.1% | $5,633-89.9% | $5,983-90.5% |
| Admin fee / account holder | $128 | $11,867-98.9% | $9,502-98.7% | $11,250-98.9% |