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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 | $45,114 | $226,090-80.0% | $182,531-75.3% | $152,885-70.5% |
| Participation rate | 8.3% | 82.5%-74.1pp | 78.0%-69.6pp | 82.5%-74.1pp |
| Annual return | 22.67% | 192.57%-169.9pp | 148.57%-125.9pp | 345.39%-322.7pp |
| Employer contribution / active EE | $0 | $4,978-100.0% | $4,075-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $305 | $6,369-95.2% | $5,525-94.5% | $5,851-94.8% |
| Admin fee / account holder | $0 | $10,705-100.0% | $8,593-100.0% | $11,598-100.0% |