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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 | $21,653 | $156,398-86.2% | $147,318-85.3% | $138,895-84.4% |
| Participation rate | 40.0% | 83.8%-43.8pp | 82.1%-42.1pp | 79.9%-39.9pp |
| Annual return | 20.27% | 78.75%-58.5pp | 70.43%-50.2pp | 145.39%-125.1pp |
| Employer contribution / active EE | $250 | $4,853-94.9% | $4,593-94.6% | $4,194-94.0% |
| Participant deferral / active EE | $1,538 | $8,237-81.3% | $7,906-80.6% | $6,396-76.0% |
| Admin fee / account holder | $130 | $14,976-99.1% | $13,708-99.1% | $12,562-99.0% |