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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 | $40,190 | $181,062-77.8% | $158,223-74.6% | $155,188-74.1% |
| Participation rate | 14.3% | 82.7%-68.4pp | 79.2%-64.9pp | 80.8%-66.5pp |
| Annual return | 18.18% | 57.39%-39.2pp | 52.09%-33.9pp | 148.84%-130.7pp |
| Employer contribution / active EE | $0 | $4,565-100.0% | $4,109-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $0 | $6,134-100.0% | $5,467-100.0% | $6,531-100.0% |
| Admin fee / account holder | $200 | $18,825-98.9% | $16,047-98.8% | $14,480-98.6% |