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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 | $21,834 | $162,136-86.5% | $152,301-85.7% | $154,746-85.9% |
| Participation rate | 40.0% | 84.1%-44.1pp | 82.4%-42.4pp | 80.7%-40.7pp |
| Annual return | 19.18% | 91.02%-71.8pp | 80.50%-61.3pp | 172.34%-153.2pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,576 | $8,341-81.1% | $8,004-80.3% | $6,730-76.6% |
| Admin fee / account holder | $236 | $15,759-98.5% | $14,398-98.4% | $14,365-98.4% |