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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 | $19,080 | $181,062-89.5% | $158,223-87.9% | $155,188-87.7% |
| Participation rate | 11.1% | 82.7%-71.5pp | 79.2%-68.1pp | 80.8%-69.7pp |
| Annual return | 18.57% | 57.39%-38.8pp | 52.09%-33.5pp | 148.84%-130.3pp |
| Employer contribution / active EE | $0 | $4,565-100.0% | $4,109-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $662 | $6,134-89.2% | $5,467-87.9% | $6,531-89.9% |
| Admin fee / account holder | $7 | $18,825-100.0% | $16,047-100.0% | $14,480-100.0% |