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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 | $20,487 | $160,028-87.2% | $147,080-86.1% | $145,884-86.0% |
| Participation rate | 12.5% | 84.0%-71.5pp | 82.2%-69.7pp | 80.3%-67.8pp |
| Annual return | 26.95% | 98.60%-71.6pp | 420.17%-393.2pp | 551.85%-524.9pp |
| Employer contribution / active EE | $0 | $5,286-100.0% | $4,933-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $40 | $8,422-99.5% | $8,066-99.5% | $6,690-99.4% |
| Admin fee / account holder | $0 | $15,030-100.0% | $12,989-100.0% | $13,392-100.0% |