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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 | $21,102 | $159,978-86.8% | $147,041-85.6% | $145,978-85.5% |
| Participation rate | 37.5% | 84.0%-46.5pp | 82.2%-44.7pp | 80.3%-42.8pp |
| Annual return | 25.08% | 98.36%-73.3pp | 419.21%-394.1pp | 550.52%-525.4pp |
| Employer contribution / active EE | $652 | $5,288-87.7% | $4,935-86.8% | $4,662-86.0% |
| Participant deferral / active EE | $2,315 | $8,429-72.5% | $8,071-71.3% | $6,690-65.4% |
| Admin fee / account holder | $58 | $15,053-99.6% | $13,006-99.6% | $13,400-99.6% |