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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 | $95,386 | $111,878-14.7% | $93,727+1.8% | $145,897-34.6% |
| Participation rate | 4.3% | 74.2%-69.9pp | 68.7%-64.4pp | 80.3%-76.0pp |
| Annual return | 15.88% | 204.28%-188.4pp | 133.83%-117.9pp | 552.29%-536.4pp |
| Employer contribution / active EE | $105 | $3,092-96.6% | $2,421-95.7% | $4,663-97.7% |
| Participant deferral / active EE | $105 | $4,920-97.9% | $4,417-97.6% | $6,689-98.4% |
| Admin fee / account holder | $60 | $10,256-99.4% | $8,292-99.3% | $13,390-99.6% |