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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 | $154,228-86.8% | $145,433-86.0% | $137,256-85.2% |
| Participation rate | 18.8% | 83.8%-65.0pp | 82.1%-63.4pp | 80.0%-61.2pp |
| Annual return | 17.94% | 74.59%-56.6pp | 66.58%-48.6pp | 220.34%-202.4pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $646 | $8,216-92.1% | $7,897-91.8% | $6,407-89.9% |
| Admin fee / account holder | $213 | $14,344-98.5% | $13,129-98.4% | $12,270-98.3% |