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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 | $156,398-87.0% | $147,318-86.2% | $138,895-85.4% |
| Participation rate | 18.8% | 83.8%-65.0pp | 82.1%-63.3pp | 79.9%-61.2pp |
| Annual return | 17.94% | 78.75%-60.8pp | 70.43%-52.5pp | 145.39%-127.5pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $646 | $8,237-92.2% | $7,906-91.8% | $6,396-89.9% |
| Admin fee / account holder | $213 | $14,976-98.6% | $13,708-98.4% | $12,562-98.3% |