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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 | $22,382 | $160,040-86.0% | $147,096-84.8% | $145,877-84.7% |
| Participation rate | 28.6% | 84.0%-55.4pp | 82.2%-53.6pp | 80.3%-51.7pp |
| Annual return | 25.28% | 98.49%-73.2pp | 419.75%-394.5pp | 551.28%-526.0pp |
| Employer contribution / active EE | $0 | $5,289-100.0% | $4,936-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $813 | $8,429-90.4% | $8,071-89.9% | $6,691-87.9% |
| Admin fee / account holder | $107 | $15,050-99.3% | $13,005-99.2% | $13,402-99.2% |