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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 | $23,740 | $175,259-86.5% | $149,723-84.1% | $139,487-83.0% |
| Participation rate | 61.5% | 83.4%-21.9pp | 78.8%-17.2pp | 80.3%-18.8pp |
| Annual return | 15.43% | 166.82%-151.4pp | 134.50%-119.1pp | 373.84%-358.4pp |
| Employer contribution / active EE | $0 | $5,478-100.0% | $4,821-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $799 | $6,522-87.7% | $5,682-85.9% | $6,713-88.1% |
| Admin fee / account holder | $161 | $16,158-99.0% | $13,215-98.8% | $11,407-98.6% |