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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 | $25,301 | $185,312-86.3% | $161,489-84.3% | $154,746-83.6% |
| Participation rate | 16.7% | 82.5%-65.8pp | 78.7%-62.0pp | 80.7%-64.0pp |
| Annual return | 22.88% | 103.84%-81.0pp | 89.72%-66.8pp | 172.34%-149.5pp |
| Employer contribution / active EE | $0 | $4,769-100.0% | $4,268-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,965 | $6,350-69.1% | $5,630-65.1% | $6,730-70.8% |
| Admin fee / account holder | $215 | $18,654-98.8% | $16,006-98.7% | $14,365-98.5% |