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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 | $25,320 | $162,136-84.4% | $152,301-83.4% | $154,746-83.6% |
| Participation rate | 16.7% | 84.1%-67.4pp | 82.4%-65.8pp | 80.7%-64.0pp |
| Annual return | 18.08% | 91.02%-72.9pp | 80.50%-62.4pp | 172.34%-154.3pp |
| Employer contribution / active EE | $667 | $4,890-86.4% | $4,624-85.6% | $4,379-84.8% |
| Participant deferral / active EE | $417 | $8,341-95.0% | $8,004-94.8% | $6,730-93.8% |
| Admin fee / account holder | $153 | $15,759-99.0% | $14,398-98.9% | $14,365-98.9% |