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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 | $16,975 | $124,213-86.3% | $118,106-85.6% | $154,746-89.0% |
| Participation rate | 7.7% | 83.6%-75.9pp | 81.9%-74.2pp | 80.7%-73.0pp |
| Annual return | 12.10% | 18.29%-6.2pp | 19.44%-7.3pp | 172.34%-160.2pp |
| Employer contribution / active EE | $0 | $4,905-100.0% | $4,698-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $0 | $6,859-100.0% | $6,619-100.0% | $6,730-100.0% |
| Admin fee / account holder | $101 | $9,627-99.0% | $8,973-98.9% | $14,365-99.3% |