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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 | $21,163 | $162,136-86.9% | $152,301-86.1% | $154,746-86.3% |
| Participation rate | 42.9% | 84.1%-41.2pp | 82.4%-39.6pp | 80.7%-37.8pp |
| Annual return | 22.72% | 91.02%-68.3pp | 80.50%-57.8pp | 172.34%-149.6pp |
| Employer contribution / active EE | $158 | $4,890-96.8% | $4,624-96.6% | $4,379-96.4% |
| Participant deferral / active EE | $2,249 | $8,341-73.0% | $8,004-71.9% | $6,730-66.6% |
| Admin fee / account holder | $150 | $15,759-99.1% | $14,398-99.0% | $14,365-99.0% |