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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 | $45,522 | $198,457-77.1% | $170,435-73.3% | $147,586-69.2% |
| Participation rate | 41.2% | 88.0%-46.8pp | 83.6%-42.4pp | 82.8%-41.7pp |
| Annual return | 15.73% | 257.30%-241.6pp | 205.94%-190.2pp | 578.59%-562.9pp |
| Employer contribution / active EE | $832 | $6,183-86.5% | $5,432-84.7% | $4,876-82.9% |
| Participant deferral / active EE | $698 | $5,629-87.6% | $4,939-85.9% | $5,439-87.2% |
| Admin fee / account holder | $165 | $16,852-99.0% | $13,881-98.8% | $10,886-98.5% |