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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 | $91,759 | $217,432-57.8% | $185,849-50.6% | $167,536-45.2% |
| Participation rate | 13.3% | 86.1%-72.7pp | 81.7%-68.4pp | 82.1%-68.8pp |
| Annual return | 14.52% | 148.42%-133.9pp | 122.10%-107.6pp | 478.82%-464.3pp |
| Employer contribution / active EE | $288 | $5,875-95.1% | $5,169-94.4% | $4,839-94.0% |
| Participant deferral / active EE | $57 | $6,357-99.1% | $5,569-99.0% | $6,342-99.1% |
| Admin fee / account holder | $0 | $19,818-100.0% | $16,244-100.0% | $12,315-100.0% |