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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 | $58,139 | $180,462-67.8% | $154,111-62.3% | $135,379-57.1% |
| Participation rate | 11.1% | 87.4%-76.3pp | 83.0%-71.9pp | 82.6%-71.5pp |
| Annual return | -8.09% | 888.17%-896.3pp | 735.18%-743.3pp | 519.79%-527.9pp |
| Employer contribution / active EE | $160 | $6,036-97.4% | $5,298-97.0% | $4,779-96.7% |
| Participant deferral / active EE | $167 | $5,806-97.1% | $5,081-96.7% | $5,609-97.0% |
| Admin fee / account holder | $0 | $16,145-100.0% | $13,411-100.0% | $10,828-100.0% |