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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 | $18,392 | $154,228-88.1% | $145,433-87.4% | $137,256-86.6% |
| Participation rate | 54.5% | 83.8%-29.2pp | 82.1%-27.6pp | 80.0%-25.4pp |
| Annual return | 56.90% | 74.59%-17.7pp | 66.58%-9.7pp | 220.34%-163.4pp |
| Employer contribution / active EE | $437 | $4,804-90.9% | $4,554-90.4% | $4,156-89.5% |
| Participant deferral / active EE | $537 | $8,216-93.5% | $7,897-93.2% | $6,407-91.6% |
| Admin fee / account holder | $73 | $14,344-99.5% | $13,129-99.4% | $12,270-99.4% |