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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 | $27,892 | $156,398-82.2% | $147,318-81.1% | $138,895-79.9% |
| Participation rate | 20.0% | 83.8%-63.8pp | 82.1%-62.1pp | 79.9%-59.9pp |
| Annual return | 20.85% | 78.75%-57.9pp | 70.43%-49.6pp | 145.39%-124.5pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $650 | $8,237-92.1% | $7,906-91.8% | $6,396-89.8% |
| Admin fee / account holder | $296 | $14,976-98.0% | $13,708-97.8% | $12,562-97.6% |