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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 | $40,158 | $154,228-74.0% | $145,433-72.4% | $137,256-70.7% |
| Participation rate | 14.3% | 83.8%-69.5pp | 82.1%-67.8pp | 80.0%-65.7pp |
| Annual return | 16.05% | 74.59%-58.5pp | 66.58%-50.5pp | 220.34%-204.3pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $584 | $8,216-92.9% | $7,897-92.6% | $6,407-90.9% |
| Admin fee / account holder | $284 | $14,344-98.0% | $13,129-97.8% | $12,270-97.7% |