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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 | $185,312-91.0% | $161,489-89.7% | $154,746-89.3% |
| Participation rate | 68.8% | 82.5%-13.7pp | 78.7%-9.9pp | 80.7%-12.0pp |
| Annual return | 73.78% | 103.84%-30.1pp | 89.72%-15.9pp | 172.34%-98.6pp |
| Employer contribution / active EE | $0 | $4,769-100.0% | $4,268-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $879 | $6,350-86.2% | $5,630-84.4% | $6,730-86.9% |
| Admin fee / account holder | $33 | $18,654-99.8% | $16,006-99.8% | $14,365-99.8% |