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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 | $20,053 | $175,231-88.6% | $149,696-86.6% | $139,466-85.6% |
| Participation rate | 25.0% | 83.4%-58.4pp | 78.8%-53.8pp | 80.3%-55.3pp |
| Annual return | 25.28% | 166.77%-141.5pp | 134.46%-109.2pp | 373.66%-348.4pp |
| Employer contribution / active EE | $0 | $5,478-100.0% | $4,821-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $1,675 | $6,521-74.3% | $5,682-70.5% | $6,712-75.0% |
| Admin fee / account holder | $73 | $16,155-99.5% | $13,212-99.4% | $11,409-99.4% |