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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 | $25,863 | $162,136-84.0% | $152,301-83.0% | $154,746-83.3% |
| Participation rate | 13.6% | 84.1%-70.5pp | 82.4%-68.8pp | 80.7%-67.1pp |
| Annual return | 19.53% | 91.02%-71.5pp | 80.50%-61.0pp | 172.34%-152.8pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,395 | $8,341-83.3% | $8,004-82.6% | $6,730-79.3% |
| Admin fee / account holder | $63 | $15,759-99.6% | $14,398-99.6% | $14,365-99.6% |