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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 | $18,023 | $132,634-86.4% | $115,768-84.4% | $137,256-86.9% |
| Participation rate | 8.3% | 77.9%-69.5pp | 74.4%-66.1pp | 80.0%-71.6pp |
| Annual return | 15.13% | 160.70%-145.6pp | 100.46%-85.3pp | 220.34%-205.2pp |
| Employer contribution / active EE | $0 | $3,360-100.0% | $2,940-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $156 | $5,619-97.2% | $4,917-96.8% | $6,407-97.6% |
| Admin fee / account holder | $164 | $15,028-98.9% | $12,439-98.7% | $12,270-98.7% |