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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 | $35,987 | $172,111-79.1% | $150,298-76.1% | $137,256-73.8% |
| Participation rate | 20.0% | 81.7%-61.7pp | 77.8%-57.8pp | 80.0%-60.0pp |
| Annual return | 13.71% | 69.37%-55.7pp | 62.79%-49.1pp | 220.34%-206.6pp |
| Employer contribution / active EE | $0 | $4,636-100.0% | $4,154-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $290 | $6,166-95.3% | $5,453-94.7% | $6,407-95.5% |
| Admin fee / account holder | $15 | $16,471-99.9% | $14,116-99.9% | $12,270-99.9% |