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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 | $20,344 | $162,136-87.5% | $152,301-86.6% | $154,746-86.9% |
| Participation rate | 18.8% | 84.1%-65.4pp | 82.4%-63.7pp | 80.7%-62.0pp |
| Annual return | 17.94% | 91.02%-73.1pp | 80.50%-62.6pp | 172.34%-154.4pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $646 | $8,341-92.2% | $8,004-91.9% | $6,730-90.4% |
| Admin fee / account holder | $213 | $15,759-98.6% | $14,398-98.5% | $14,365-98.5% |