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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 | $16,540 | $156,398-89.4% | $147,318-88.8% | $138,895-88.1% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 79.9%-29.9pp |
| Annual return | 17.32% | 78.75%-61.4pp | 70.43%-53.1pp | 145.39%-128.1pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,673 | $8,237-79.7% | $7,906-78.8% | $6,396-73.9% |
| Admin fee / account holder | $48 | $14,976-99.7% | $13,708-99.7% | $12,562-99.6% |