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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 | $96,954 | $183,539-47.2% | $155,556-37.7% | $145,897-33.5% |
| Participation rate | 38.5% | 82.7%-44.2pp | 78.2%-39.8pp | 80.3%-41.8pp |
| Annual return | 15.05% | 61.31%-46.3pp | 64.84%-49.8pp | 552.29%-537.2pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,675-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $692 | $6,467-89.3% | $5,631-87.7% | $6,689-89.6% |
| Admin fee / account holder | $33 | $19,275-99.8% | $15,885-99.8% | $13,390-99.8% |