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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 | $18,240 | $156,398-88.3% | $147,318-87.6% | $138,895-86.9% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 79.9%-29.9pp |
| Annual return | 24.83% | 78.75%-53.9pp | 70.43%-45.6pp | 145.39%-120.6pp |
| Employer contribution / active EE | $873 | $4,853-82.0% | $4,593-81.0% | $4,194-79.2% |
| Participant deferral / active EE | $1,832 | $8,237-77.8% | $7,906-76.8% | $6,396-71.4% |
| Admin fee / account holder | $126 | $14,976-99.2% | $13,708-99.1% | $12,562-99.0% |