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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 | $23,087 | $162,136-85.8% | $152,301-84.8% | $154,746-85.1% |
| Participation rate | 33.3% | 84.1%-50.8pp | 82.4%-49.1pp | 80.7%-47.4pp |
| Annual return | 16.00% | 91.02%-75.0pp | 80.50%-64.5pp | 172.34%-156.3pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,141 | $8,341-86.3% | $8,004-85.7% | $6,730-83.0% |
| Admin fee / account holder | $259 | $15,759-98.4% | $14,398-98.2% | $14,365-98.2% |