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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 | $33,037 | $160,028-79.4% | $147,080-77.5% | $145,884-77.4% |
| Participation rate | 15.4% | 84.0%-68.6pp | 82.2%-66.8pp | 80.3%-64.9pp |
| Annual return | 24.48% | 98.60%-74.1pp | 420.17%-395.7pp | 551.85%-527.4pp |
| Employer contribution / active EE | $0 | $5,286-100.0% | $4,933-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $767 | $8,422-90.9% | $8,066-90.5% | $6,690-88.5% |
| Admin fee / account holder | $12 | $15,030-99.9% | $12,989-99.9% | $13,392-99.9% |