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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 | $184,014-80.3% | $161,149-77.5% | $138,895-73.8% |
| Participation rate | 7.7% | 82.1%-74.4pp | 78.8%-71.1pp | 79.9%-72.2pp |
| Annual return | 13.82% | 21.52%-7.7pp | 21.16%-7.3pp | 145.39%-131.6pp |
| Employer contribution / active EE | $0 | $5,055-100.0% | $4,360-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $325 | $6,909-95.3% | $6,153-94.7% | $6,396-94.9% |
| Admin fee / account holder | $45 | $18,027-99.8% | $15,194-99.7% | $12,562-99.6% |