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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 | $13,742 | $172,111-92.0% | $150,298-90.9% | $137,256-90.0% |
| Participation rate | 0.0% | 81.7%-81.7pp | 77.8%-77.8pp | 80.0%-80.0pp |
| Annual return | 21.47% | 69.37%-47.9pp | 62.79%-41.3pp | 220.34%-198.9pp |
| Employer contribution / active EE | $0 | $4,636-100.0% | $4,154-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $284 | $6,166-95.4% | $5,453-94.8% | $6,407-95.6% |
| Admin fee / account holder | $22 | $16,471-99.9% | $14,116-99.8% | $12,270-99.8% |