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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 | $42,361 | $175,259-75.8% | $149,723-71.7% | $139,487-69.6% |
| Participation rate | 44.4% | 83.4%-38.9pp | 78.8%-34.3pp | 80.3%-35.9pp |
| Annual return | 17.96% | 166.82%-148.9pp | 134.50%-116.5pp | 373.84%-355.9pp |
| Employer contribution / active EE | $684 | $5,478-87.5% | $4,821-85.8% | $4,755-85.6% |
| Participant deferral / active EE | $1,368 | $6,522-79.0% | $5,682-75.9% | $6,713-79.6% |
| Admin fee / account holder | $14 | $16,158-99.9% | $13,215-99.9% | $11,407-99.9% |