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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 | $162,136-88.7% | $152,301-87.9% | $154,746-88.1% |
| Participation rate | 54.5% | 84.1%-29.6pp | 82.4%-27.9pp | 80.7%-26.2pp |
| Annual return | 56.90% | 91.02%-34.1pp | 80.50%-23.6pp | 172.34%-115.4pp |
| Employer contribution / active EE | $437 | $4,890-91.1% | $4,624-90.6% | $4,379-90.0% |
| Participant deferral / active EE | $537 | $8,341-93.6% | $8,004-93.3% | $6,730-92.0% |
| Admin fee / account holder | $73 | $15,759-99.5% | $14,398-99.5% | $14,365-99.5% |