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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 | $14,964 | $134,817-88.9% | $123,973-87.9% | $155,188-90.4% |
| Participation rate | 57.1% | 79.4%-22.3pp | 76.7%-19.5pp | 80.8%-23.7pp |
| Annual return | 16.75% | 515.49%-498.7pp | 388.13%-371.4pp | 148.84%-132.1pp |
| Employer contribution / active EE | $0 | $4,425-100.0% | $4,126-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $1,513 | $5,706-73.5% | $5,247-71.2% | $6,531-76.8% |
| Admin fee / account holder | $278 | $13,245-97.9% | $11,799-97.6% | $14,480-98.1% |