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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 | $18,637 | $183,592-89.8% | $155,574-88.0% | $145,877-87.2% |
| Participation rate | 57.1% | 82.7%-25.6pp | 78.2%-21.1pp | 80.3%-23.2pp |
| Annual return | 12.18% | 61.37%-49.2pp | 64.87%-52.7pp | 551.28%-539.1pp |
| Employer contribution / active EE | $0 | $5,317-100.0% | $4,676-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,099 | $6,466-83.0% | $5,629-80.5% | $6,691-83.6% |
| Admin fee / account holder | $104 | $19,316-99.5% | $15,914-99.3% | $13,402-99.2% |