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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 | $103,982 | $183,592-43.4% | $155,567-33.2% | $145,959-28.8% |
| Participation rate | 13.3% | 82.7%-69.3pp | 78.2%-64.9pp | 80.3%-67.0pp |
| Annual return | 9.70% | 61.24%-51.5pp | 64.74%-55.0pp | 561.95%-552.3pp |
| Employer contribution / active EE | $40 | $5,315-99.2% | $4,674-99.1% | $4,661-99.1% |
| Participant deferral / active EE | $347 | $6,464-94.6% | $5,628-93.8% | $6,689-94.8% |
| Admin fee / account holder | $0 | $19,318-100.0% | $15,916-100.0% | $13,398-100.0% |