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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 | $17,589 | $160,040-89.0% | $147,096-88.0% | $145,877-87.9% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 15.42% | 98.49%-83.1pp | 419.75%-404.3pp | 551.28%-535.9pp |
| Employer contribution / active EE | $0 | $5,289-100.0% | $4,936-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $486 | $8,429-94.2% | $8,071-94.0% | $6,691-92.7% |
| Admin fee / account holder | $139 | $15,050-99.1% | $13,005-98.9% | $13,402-99.0% |