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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 | $15,160 | $174,379-91.3% | $152,093-90.0% | $138,895-89.1% |
| Participation rate | 21.4% | 81.6%-60.2pp | 77.8%-56.3pp | 79.9%-58.5pp |
| Annual return | 15.64% | 74.86%-59.2pp | 66.36%-50.7pp | 145.39%-129.8pp |
| Employer contribution / active EE | $0 | $4,652-100.0% | $4,175-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $636 | $6,159-89.7% | $5,451-88.3% | $6,396-90.1% |
| Admin fee / account holder | $41 | $16,880-99.8% | $14,497-99.7% | $12,562-99.7% |