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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 | $22,276 | $154,228-85.6% | $145,433-84.7% | $137,256-83.8% |
| Participation rate | 16.7% | 83.8%-67.1pp | 82.1%-65.5pp | 80.0%-63.3pp |
| Annual return | 14.05% | 74.59%-60.5pp | 66.58%-52.5pp | 220.34%-206.3pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $370 | $8,216-95.5% | $7,897-95.3% | $6,407-94.2% |
| Admin fee / account holder | $243 | $14,344-98.3% | $13,129-98.2% | $12,270-98.0% |