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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 | $48,902 | $198,260-75.3% | - | $138,895-64.8% |
| Participation rate | 11.8% | 77.7%-65.9pp | - | 79.9%-68.2pp |
| Annual return | 25.80% | 734.64%-708.8pp | - | 145.39%-119.6pp |
| Employer contribution / active EE | $214 | $6,031-96.4% | - | $4,194-94.9% |
| Participant deferral / active EE | $1,682 | $4,542-63.0% | - | $6,396-73.7% |
| Admin fee / account holder | $197 | $7,792-97.5% | - | $12,562-98.4% |