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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 | $24,299 | $228,352-89.4% | $185,835-86.9% | $158,966-84.7% |
| Participation rate | 16.7% | 82.3%-65.6pp | 78.0%-61.4pp | 82.0%-65.3pp |
| Annual return | 24.81% | 40.81%-16.0pp | 35.96%-11.2pp | 302.95%-278.1pp |
| Employer contribution / active EE | $0 | $4,967-100.0% | $4,087-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $253 | $6,416-96.1% | $5,633-95.5% | $5,983-95.8% |
| Admin fee / account holder | $0 | $11,867-100.0% | $9,502-100.0% | $11,250-100.0% |