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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 | $18,722 | $159,978-88.3% | $147,041-87.3% | $145,978-87.2% |
| Participation rate | 28.6% | 84.0%-55.4pp | 82.2%-53.6pp | 80.3%-51.7pp |
| Annual return | 21.43% | 98.36%-76.9pp | 419.21%-397.8pp | 550.52%-529.1pp |
| Employer contribution / active EE | $0 | $5,288-100.0% | $4,935-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,058 | $8,429-87.5% | $8,071-86.9% | $6,690-84.2% |
| Admin fee / account holder | $190 | $15,053-98.7% | $13,006-98.5% | $13,400-98.6% |