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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 | $18,096 | $162,136-88.8% | $152,301-88.1% | $154,746-88.3% |
| Participation rate | 66.7% | 84.1%-17.4pp | 82.4%-15.8pp | 80.7%-14.0pp |
| Annual return | 14.68% | 91.02%-76.3pp | 80.50%-65.8pp | 172.34%-157.7pp |
| Employer contribution / active EE | $461 | $4,890-90.6% | $4,624-90.0% | $4,379-89.5% |
| Participant deferral / active EE | $552 | $8,341-93.4% | $8,004-93.1% | $6,730-91.8% |
| Admin fee / account holder | $18 | $15,759-99.9% | $14,398-99.9% | $14,365-99.9% |