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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 | $21,611 | $185,312-88.3% | $161,489-86.6% | $154,746-86.0% |
| Participation rate | 57.1% | 82.5%-25.3pp | 78.7%-21.6pp | 80.7%-23.6pp |
| Annual return | 17.25% | 103.84%-86.6pp | 89.72%-72.5pp | 172.34%-155.1pp |
| Employer contribution / active EE | $0 | $4,769-100.0% | $4,268-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $980 | $6,350-84.6% | $5,630-82.6% | $6,730-85.4% |
| Admin fee / account holder | $107 | $18,654-99.4% | $16,006-99.3% | $14,365-99.3% |