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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 | $21,595 | $155,555-86.1% | $146,866-85.3% | $155,188-86.1% |
| Participation rate | 4.3% | 84.0%-79.6pp | 82.5%-78.2pp | 80.8%-76.5pp |
| Annual return | 156.77% | 115.41%+41.4pp | 102.85%+53.9pp | 148.84%+7.9pp |
| Employer contribution / active EE | $0 | $4,647-100.0% | $4,425-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $150 | $8,044-98.1% | $7,759-98.1% | $6,531-97.7% |
| Admin fee / account holder | $197 | $14,755-98.7% | $13,620-98.6% | $14,480-98.6% |