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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 | $18,183 | $162,136-88.8% | $152,301-88.1% | $154,746-88.2% |
| Participation rate | 22.2% | 84.1%-61.9pp | 82.4%-60.2pp | 80.7%-58.5pp |
| Annual return | 16.03% | 91.02%-75.0pp | 80.50%-64.5pp | 172.34%-156.3pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $926 | $8,341-88.9% | $8,004-88.4% | $6,730-86.2% |
| Admin fee / account holder | $175 | $15,759-98.9% | $14,398-98.8% | $14,365-98.8% |