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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 | $16,610 | $174,379-90.5% | $152,093-89.1% | $138,895-88.0% |
| Participation rate | 68.8% | 81.6%-12.9pp | 77.8%-9.0pp | 79.9%-11.2pp |
| Annual return | 73.78% | 74.86%-1.1pp | 66.36%+7.4pp | 145.39%-71.6pp |
| Employer contribution / active EE | $0 | $4,652-100.0% | $4,175-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $879 | $6,159-85.7% | $5,451-83.9% | $6,396-86.3% |
| Admin fee / account holder | $33 | $16,880-99.8% | $14,497-99.8% | $12,562-99.7% |