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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 | $20,871 | $162,136-87.1% | $152,301-86.3% | $154,746-86.5% |
| Participation rate | 41.7% | 84.1%-42.4pp | 82.4%-40.8pp | 80.7%-39.0pp |
| Annual return | 24.70% | 91.02%-66.3pp | 80.50%-55.8pp | 172.34%-147.6pp |
| Employer contribution / active EE | $455 | $4,890-90.7% | $4,624-90.2% | $4,379-89.6% |
| Participant deferral / active EE | $1,968 | $8,341-76.4% | $8,004-75.4% | $6,730-70.8% |
| Admin fee / account holder | $231 | $15,759-98.5% | $14,398-98.4% | $14,365-98.4% |