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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 | $148,623-85.5% | $135,974-84.1% | $139,466-84.5% |
| Participation rate | 50.0% | 83.9%-33.9pp | 81.9%-31.9pp | 80.3%-30.3pp |
| Annual return | 17.13% | 79.30%-62.2pp | 68.30%-51.2pp | 373.66%-356.5pp |
| Employer contribution / active EE | $314 | $5,246-94.0% | $4,859-93.5% | $4,754-93.4% |
| Participant deferral / active EE | $1,226 | $8,103-84.9% | $7,760-84.2% | $6,712-81.7% |
| Admin fee / account holder | $146 | $12,406-98.8% | $10,767-98.6% | $11,409-98.7% |