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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 | $14,287 | $114,119-87.5% | $107,187-86.7% | $138,895-89.7% |
| Participation rate | 10.0% | 78.1%-68.1pp | 75.0%-65.0pp | 79.9%-69.9pp |
| Annual return | 14.19% | 273.21%-259.0pp | 204.55%-190.4pp | 145.39%-131.2pp |
| Employer contribution / active EE | $0 | $4,059-100.0% | $3,782-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $408 | $5,538-92.6% | $5,096-92.0% | $6,396-93.6% |
| Admin fee / account holder | $104 | $10,024-99.0% | $9,162-98.9% | $12,562-99.2% |