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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 | $36,611 | $183,592-80.1% | $155,574-76.5% | $145,877-74.9% |
| Participation rate | 22.2% | 82.7%-60.5pp | 78.2%-56.0pp | 80.3%-58.1pp |
| Annual return | 11.62% | 61.37%-49.7pp | 64.87%-53.2pp | 551.28%-539.7pp |
| Employer contribution / active EE | $854 | $5,317-83.9% | $4,676-81.7% | $4,663-81.7% |
| Participant deferral / active EE | $373 | $6,466-94.2% | $5,629-93.4% | $6,691-94.4% |
| Admin fee / account holder | $0 | $19,316-100.0% | $15,914-100.0% | $13,402-100.0% |