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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 | $17,846 | $174,379-89.8% | $152,093-88.3% | $138,895-87.2% |
| Participation rate | 8.3% | 81.6%-73.3pp | 77.8%-69.4pp | 79.9%-71.6pp |
| Annual return | 17.13% | 74.86%-57.7pp | 66.36%-49.2pp | 145.39%-128.3pp |
| Employer contribution / active EE | $0 | $4,652-100.0% | $4,175-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $251 | $6,159-95.9% | $5,451-95.4% | $6,396-96.1% |
| Admin fee / account holder | $200 | $16,880-98.8% | $14,497-98.6% | $12,562-98.4% |