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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 | $26,628 | $202,440-86.8% | $169,390-84.3% | $139,466-80.9% |
| Participation rate | 11.1% | 81.1%-70.0pp | 77.2%-66.1pp | 80.3%-69.2pp |
| Annual return | 12.83% | 532.36%-519.5pp | 406.07%-393.2pp | 373.66%-360.8pp |
| Employer contribution / active EE | $0 | $4,693-100.0% | $4,013-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $163 | $6,940-97.7% | $6,222-97.4% | $6,712-97.6% |
| Admin fee / account holder | $0 | $10,722-100.0% | $9,015-100.0% | $11,409-100.0% |