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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 | $19,205 | $175,257-89.0% | $149,717-87.2% | $139,456-86.2% |
| Participation rate | 52.9% | 83.4%-30.4pp | 78.8%-25.8pp | 80.3%-27.4pp |
| Annual return | 19.00% | 166.70%-147.7pp | 134.41%-115.4pp | 373.45%-354.4pp |
| Employer contribution / active EE | $935 | $5,477-82.9% | $4,820-80.6% | $4,753-80.3% |
| Participant deferral / active EE | $1,280 | $6,521-80.4% | $5,682-77.5% | $6,711-80.9% |
| Admin fee / account holder | $249 | $16,156-98.5% | $13,213-98.1% | $11,407-97.8% |