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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 | $24,714 | $96,965-74.5% | $97,995-74.8% | $147,586-83.3% |
| Participation rate | 16.7% | 83.6%-67.0pp | 82.4%-65.7pp | 82.8%-66.2pp |
| Annual return | 22.30% | 24.11%-1.8pp | 23.94%-1.6pp | 578.59%-556.3pp |
| Employer contribution / active EE | $16 | $4,536-99.7% | $4,158-99.6% | $4,876-99.7% |
| Participant deferral / active EE | $62 | $5,081-98.8% | $5,097-98.8% | $5,439-98.9% |
| Admin fee / account holder | $0 | $8,120-100.0% | $5,943-100.0% | $10,886-100.0% |