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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 | $46,485 | $217,432-78.6% | $185,849-75.0% | $167,536-72.3% |
| Participation rate | 33.3% | 86.1%-52.7pp | 81.7%-48.4pp | 82.1%-48.8pp |
| Annual return | 17.05% | 148.42%-131.4pp | 122.10%-105.0pp | 478.82%-461.8pp |
| Employer contribution / active EE | $0 | $5,875-100.0% | $5,169-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $815 | $6,357-87.2% | $5,569-85.4% | $6,342-87.2% |
| Admin fee / account holder | $15 | $19,818-99.9% | $16,244-99.9% | $12,315-99.9% |