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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 | $13,927 | $174,379-92.0% | $152,093-90.8% | $138,895-90.0% |
| Participation rate | 23.8% | 81.6%-57.8pp | 77.8%-54.0pp | 79.9%-56.1pp |
| Annual return | 14.56% | 74.86%-60.3pp | 66.36%-51.8pp | 145.39%-130.8pp |
| Employer contribution / active EE | $379 | $4,652-91.9% | $4,175-90.9% | $4,194-91.0% |
| Participant deferral / active EE | $863 | $6,159-86.0% | $5,451-84.2% | $6,396-86.5% |
| Admin fee / account holder | $8 | $16,880-100.0% | $14,497-99.9% | $12,562-99.9% |