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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 | $36,324 | $178,174-79.6% | $156,181-76.7% | $137,256-73.5% |
| Participation rate | 7.7% | 82.0%-74.3pp | 78.8%-71.1pp | 80.0%-72.3pp |
| Annual return | 13.82% | 84.19%-70.4pp | 64.87%-51.1pp | 220.34%-206.5pp |
| Employer contribution / active EE | $0 | $4,972-100.0% | $4,294-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $325 | $6,888-95.3% | $6,132-94.7% | $6,407-94.9% |
| Admin fee / account holder | $45 | $17,404-99.7% | $14,586-99.7% | $12,270-99.6% |