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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 | $162,136-75.2% | $152,301-73.6% | $154,746-74.0% |
| Participation rate | 14.3% | 84.1%-69.8pp | 82.4%-68.2pp | 80.7%-66.4pp |
| Annual return | 16.05% | 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 | $584 | $8,341-93.0% | $8,004-92.7% | $6,730-91.3% |
| Admin fee / account holder | $284 | $15,759-98.2% | $14,398-98.0% | $14,365-98.0% |