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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 | $21,595 | $162,136-86.7% | $152,301-85.8% | $154,746-86.0% |
| Participation rate | 4.3% | 84.1%-79.8pp | 82.4%-78.1pp | 80.7%-76.4pp |
| Annual return | 156.77% | 91.02%+65.7pp | 80.50%+76.3pp | 172.34%-15.6pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $150 | $8,341-98.2% | $8,004-98.1% | $6,730-97.8% |
| Admin fee / account holder | $197 | $15,759-98.7% | $14,398-98.6% | $14,365-98.6% |