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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 | $42,151 | $154,228-72.7% | $145,433-71.0% | $137,256-69.3% |
| Participation rate | 13.3% | 83.8%-70.5pp | 82.1%-68.8pp | 80.0%-66.6pp |
| Annual return | 14.47% | 74.59%-60.1pp | 66.58%-52.1pp | 220.34%-205.9pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $404 | $8,216-95.1% | $7,897-94.9% | $6,407-93.7% |
| Admin fee / account holder | $280 | $14,344-98.0% | $13,129-97.9% | $12,270-97.7% |