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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 | $23,392 | $176,105-86.7% | $159,474-85.3% | $167,536-86.0% |
| Participation rate | 20.0% | 85.0%-65.0pp | 82.8%-62.8pp | 82.1%-62.1pp |
| Annual return | 15.72% | 331.91%-316.2pp | 263.68%-248.0pp | 478.82%-463.1pp |
| Employer contribution / active EE | $0 | $5,299-100.0% | $4,831-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $753 | $7,751-90.3% | $7,353-89.8% | $6,342-88.1% |
| Admin fee / account holder | $173 | $12,559-98.6% | $10,802-98.4% | $12,315-98.6% |