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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 | $24,881 | $175,231-85.8% | $149,696-83.4% | $139,466-82.2% |
| Participation rate | 50.0% | 83.4%-33.4pp | 78.8%-28.8pp | 80.3%-30.3pp |
| Annual return | 23.40% | 166.77%-143.4pp | 134.46%-111.1pp | 373.66%-350.3pp |
| Employer contribution / active EE | $747 | $5,478-86.4% | $4,821-84.5% | $4,754-84.3% |
| Participant deferral / active EE | $1,244 | $6,521-80.9% | $5,682-78.1% | $6,712-81.5% |
| Admin fee / account holder | $95 | $16,155-99.4% | $13,212-99.3% | $11,409-99.2% |