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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 | $24,696 | $211,288-88.3% | $178,540-86.2% | $145,884-83.1% |
| Participation rate | 11.1% | 80.8%-69.7pp | 77.1%-66.0pp | 80.3%-69.2pp |
| Annual return | 18.96% | 30.27%-11.3pp | 27.15%-8.2pp | 551.85%-532.9pp |
| Employer contribution / active EE | $0 | $4,574-100.0% | $3,953-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $14 | $6,967-99.8% | $6,281-99.8% | $6,690-99.8% |
| Admin fee / account holder | $73 | $12,105-99.4% | $10,424-99.3% | $13,392-99.5% |