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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 | $22,509 | $183,516-87.7% | $155,534-85.5% | $145,884-84.6% |
| Participation rate | 16.7% | 82.7%-66.0pp | 78.2%-61.6pp | 80.3%-63.6pp |
| Annual return | 13.53% | 61.43%-47.9pp | 64.92%-51.4pp | 551.85%-538.3pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,675-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $171 | $6,467-97.4% | $5,630-97.0% | $6,690-97.4% |
| Admin fee / account holder | $5 | $19,293-100.0% | $15,900-100.0% | $13,392-100.0% |