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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 | $42,856 | $196,972-78.2% | $182,262-76.5% | $198,609-78.4% |
| Participation rate | 50.0% | 85.7%-35.7pp | 84.2%-34.2pp | 82.4%-32.4pp |
| Annual return | 25.25% | 158.27%-133.0pp | 140.60%-115.3pp | 202.70%-177.4pp |
| Employer contribution / active EE | $1,067 | $5,364-80.1% | $5,046-78.9% | $5,055-78.9% |
| Participant deferral / active EE | $1,098 | $8,643-87.3% | $8,276-86.7% | $6,977-84.3% |
| Admin fee / account holder | $92 | $18,429-99.5% | $16,712-99.4% | $19,030-99.5% |