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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 | $48,041 | $183,988-73.9% | $162,177-70.4% | $152,897-68.6% |
| Participation rate | 50.0% | 88.5%-38.5pp | 87.6%-37.6pp | 82.5%-32.5pp |
| Annual return | 21.50% | 150.79%-129.3pp | 115.60%-94.1pp | 345.43%-323.9pp |
| Employer contribution / active EE | $1,060 | $6,370-83.4% | $5,613-81.1% | $4,764-77.7% |
| Participant deferral / active EE | $1,060 | $8,032-86.8% | $7,297-85.5% | $5,851-81.9% |
| Admin fee / account holder | $0 | $13,123-100.0% | $10,843-100.0% | $11,599-100.0% |