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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 | $19,634 | $155,555-87.4% | $146,866-86.6% | $155,188-87.3% |
| Participation rate | 7.1% | 84.0%-76.8pp | 82.5%-75.4pp | 80.8%-73.7pp |
| Annual return | 23.26% | 115.41%-92.2pp | 102.85%-79.6pp | 148.84%-125.6pp |
| Employer contribution / active EE | $0 | $4,647-100.0% | $4,425-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $499 | $8,044-93.8% | $7,759-93.6% | $6,531-92.4% |
| Admin fee / account holder | $109 | $14,755-99.3% | $13,620-99.2% | $14,480-99.3% |