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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 | $15,672 | $155,555-89.9% | $146,866-89.3% | $155,188-89.9% |
| Participation rate | 12.5% | 84.0%-71.5pp | 82.5%-70.0pp | 80.8%-68.3pp |
| Annual return | 18.81% | 115.41%-96.6pp | 102.85%-84.0pp | 148.84%-130.0pp |
| Employer contribution / active EE | $210 | $4,647-95.5% | $4,425-95.3% | $4,248-95.1% |
| Participant deferral / active EE | $210 | $8,044-97.4% | $7,759-97.3% | $6,531-96.8% |
| Admin fee / account holder | $114 | $14,755-99.2% | $13,620-99.2% | $14,480-99.2% |