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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 | $21,596 | $148,582-85.5% | $135,942-84.1% | $139,456-84.5% |
| Participation rate | 50.0% | 83.9%-33.9pp | 81.9%-31.9pp | 80.3%-30.3pp |
| Annual return | 17.13% | 79.26%-62.1pp | 68.28%-51.1pp | 373.45%-356.3pp |
| Employer contribution / active EE | $314 | $5,245-94.0% | $4,858-93.5% | $4,753-93.4% |
| Participant deferral / active EE | $1,226 | $8,101-84.9% | $7,759-84.2% | $6,711-81.7% |
| Admin fee / account holder | $146 | $12,402-98.8% | $10,764-98.6% | $11,407-98.7% |