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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 | $38,689 | $159,934-75.8% | $147,005-73.7% | $145,959-73.5% |
| Participation rate | 64.3% | 84.0%-19.7pp | 82.2%-17.9pp | 80.3%-16.0pp |
| Annual return | 53.54% | 98.24%-44.7pp | 418.76%-365.2pp | 561.95%-508.4pp |
| Employer contribution / active EE | $845 | $5,287-84.0% | $4,934-82.9% | $4,661-81.9% |
| Participant deferral / active EE | $2,382 | $8,427-71.7% | $8,070-70.5% | $6,689-64.4% |
| Admin fee / account holder | $0 | $15,053-100.0% | $13,006-100.0% | $13,398-100.0% |