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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 | $19,640 | $175,257-88.8% | $149,717-86.9% | $139,456-85.9% |
| Participation rate | 50.0% | 83.4%-33.4pp | 78.8%-28.8pp | 80.3%-30.3pp |
| Annual return | 19.15% | 166.70%-147.6pp | 134.41%-115.3pp | 373.45%-354.3pp |
| Employer contribution / active EE | $0 | $5,477-100.0% | $4,820-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $978 | $6,521-85.0% | $5,682-82.8% | $6,711-85.4% |
| Admin fee / account holder | $87 | $16,156-99.5% | $13,213-99.3% | $11,407-99.2% |