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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 | $11,968 | $174,379-93.1% | $152,093-92.1% | $138,895-91.4% |
| Participation rate | 12.5% | 81.6%-69.1pp | 77.8%-65.3pp | 79.9%-67.4pp |
| Annual return | 20.56% | 74.86%-54.3pp | 66.36%-45.8pp | 145.39%-124.8pp |
| Employer contribution / active EE | $25 | $4,652-99.5% | $4,175-99.4% | $4,194-99.4% |
| Participant deferral / active EE | $260 | $6,159-95.8% | $5,451-95.2% | $6,396-95.9% |
| Admin fee / account holder | $0 | $16,880-100.0% | $14,497-100.0% | $12,562-100.0% |