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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 | $25,979 | $175,259-85.2% | $149,723-82.6% | $139,487-81.4% |
| Participation rate | 45.5% | 83.4%-37.9pp | 78.8%-33.3pp | 80.3%-34.9pp |
| Annual return | 16.60% | 166.82%-150.2pp | 134.50%-117.9pp | 373.84%-357.2pp |
| Employer contribution / active EE | $223 | $5,478-95.9% | $4,821-95.4% | $4,755-95.3% |
| Participant deferral / active EE | $1,529 | $6,522-76.6% | $5,682-73.1% | $6,713-77.2% |
| Admin fee / account holder | $266 | $16,158-98.4% | $13,215-98.0% | $11,407-97.7% |