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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 | $20,762 | $202,463-89.7% | $169,397-87.7% | $139,487-85.1% |
| Participation rate | 11.8% | 81.1%-69.3pp | 77.2%-65.4pp | 80.3%-68.6pp |
| Annual return | 19.53% | 532.64%-513.1pp | 406.23%-386.7pp | 373.84%-354.3pp |
| Employer contribution / active EE | $0 | $4,694-100.0% | $4,013-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $26 | $6,941-99.6% | $6,223-99.6% | $6,713-99.6% |
| Admin fee / account holder | $105 | $10,726-99.0% | $9,017-98.8% | $11,407-99.1% |