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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 | $42,316 | $198,462-78.7% | $170,439-75.2% | $147,585-71.3% |
| Participation rate | 33.3% | 88.0%-54.6pp | 83.6%-50.3pp | 82.8%-49.5pp |
| Annual return | 24.07% | 257.30%-233.2pp | 205.94%-181.9pp | 578.58%-554.5pp |
| Employer contribution / active EE | $462 | $6,184-92.5% | $5,433-91.5% | $4,876-90.5% |
| Participant deferral / active EE | $1,768 | $5,629-68.6% | $4,939-64.2% | $5,439-67.5% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,881-100.0% | $10,886-100.0% |