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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 | $26,069 | $172,111-84.9% | $150,298-82.7% | $137,256-81.0% |
| Participation rate | 4.8% | 81.7%-77.0pp | 77.8%-73.0pp | 80.0%-75.2pp |
| Annual return | 35.90% | 69.37%-33.5pp | 62.79%-26.9pp | 220.34%-184.4pp |
| Employer contribution / active EE | $0 | $4,636-100.0% | $4,154-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $610 | $6,166-90.1% | $5,453-88.8% | $6,407-90.5% |
| Admin fee / account holder | $179 | $16,471-98.9% | $14,116-98.7% | $12,270-98.5% |