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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 | $20,532 | $174,379-88.2% | $152,093-86.5% | $138,895-85.2% |
| Participation rate | 28.6% | 81.6%-53.1pp | 77.8%-49.2pp | 79.9%-51.3pp |
| Annual return | 15.47% | 74.86%-59.4pp | 66.36%-50.9pp | 145.39%-129.9pp |
| Employer contribution / active EE | $0 | $4,652-100.0% | $4,175-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $196 | $6,159-96.8% | $5,451-96.4% | $6,396-96.9% |
| Admin fee / account holder | $0 | $16,880-100.0% | $14,497-100.0% | $12,562-100.0% |