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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 | $25,300 | $181,062-86.0% | $158,223-84.0% | $155,188-83.7% |
| Participation rate | 16.7% | 82.7%-66.0pp | 79.2%-62.5pp | 80.8%-64.1pp |
| Annual return | 20.19% | 57.39%-37.2pp | 52.09%-31.9pp | 148.84%-128.6pp |
| Employer contribution / active EE | $0 | $4,565-100.0% | $4,109-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $1,253 | $6,134-79.6% | $5,467-77.1% | $6,531-80.8% |
| Admin fee / account holder | $144 | $18,825-99.2% | $16,047-99.1% | $14,480-99.0% |