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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 | $19,827 | $183,592-89.2% | $155,574-87.3% | $145,877-86.4% |
| Participation rate | 23.1% | 82.7%-59.6pp | 78.2%-55.1pp | 80.3%-57.2pp |
| Annual return | 10.84% | 61.37%-50.5pp | 64.87%-54.0pp | 551.28%-540.4pp |
| Employer contribution / active EE | $0 | $5,317-100.0% | $4,676-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $496 | $6,466-92.3% | $5,629-91.2% | $6,691-92.6% |
| Admin fee / account holder | $20 | $19,316-99.9% | $15,914-99.9% | $13,402-99.9% |