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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 | $34,177 | $160,040-78.6% | $147,096-76.8% | $145,877-76.6% |
| Participation rate | 13.3% | 84.0%-70.7pp | 82.2%-68.8pp | 80.3%-67.0pp |
| Annual return | 13.68% | 98.49%-84.8pp | 419.75%-406.1pp | 551.28%-537.6pp |
| Employer contribution / active EE | $0 | $5,289-100.0% | $4,936-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $399 | $8,429-95.3% | $8,071-95.1% | $6,691-94.0% |
| Admin fee / account holder | $154 | $15,050-99.0% | $13,005-98.8% | $13,402-98.9% |