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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 | $38,194 | $148,623-74.3% | $135,974-71.9% | $139,466-72.6% |
| Participation rate | 14.3% | 83.9%-69.6pp | 81.9%-67.6pp | 80.3%-66.0pp |
| Annual return | 16.18% | 79.30%-63.1pp | 68.30%-52.1pp | 373.66%-357.5pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,859-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $944 | $8,103-88.3% | $7,760-87.8% | $6,712-85.9% |
| Admin fee / account holder | $187 | $12,406-98.5% | $10,767-98.3% | $11,409-98.4% |