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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 | $162,136-86.6% | $152,301-85.8% | $154,746-86.0% |
| Participation rate | 40.0% | 84.1%-44.1pp | 82.4%-42.4pp | 80.7%-40.7pp |
| Annual return | 20.27% | 91.02%-70.7pp | 80.50%-60.2pp | 172.34%-152.1pp |
| Employer contribution / active EE | $250 | $4,890-94.9% | $4,624-94.6% | $4,379-94.3% |
| Participant deferral / active EE | $1,538 | $8,341-81.6% | $8,004-80.8% | $6,730-77.2% |
| Admin fee / account holder | $130 | $15,759-99.2% | $14,398-99.1% | $14,365-99.1% |