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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 | $162,136-86.3% | $152,301-85.4% | $154,746-85.6% |
| Participation rate | 16.7% | 84.1%-67.4pp | 82.4%-65.8pp | 80.7%-64.0pp |
| Annual return | 14.05% | 91.02%-77.0pp | 80.50%-66.5pp | 172.34%-158.3pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $370 | $8,341-95.6% | $8,004-95.4% | $6,730-94.5% |
| Admin fee / account holder | $243 | $15,759-98.5% | $14,398-98.3% | $14,365-98.3% |