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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 | $24,838 | $134,817-81.6% | $123,973-80.0% | $155,188-84.0% |
| Participation rate | 16.7% | 79.4%-62.7pp | 76.7%-60.0pp | 80.8%-64.1pp |
| Annual return | 12.23% | 515.49%-503.3pp | 388.13%-375.9pp | 148.84%-136.6pp |
| Employer contribution / active EE | $7 | $4,425-99.8% | $4,126-99.8% | $4,248-99.8% |
| Participant deferral / active EE | $17 | $5,706-99.7% | $5,247-99.7% | $6,531-99.7% |
| Admin fee / account holder | $147 | $13,245-98.9% | $11,799-98.8% | $14,480-99.0% |