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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 | $71,797 | $202,345-64.5% | $172,755-58.4% | $152,885-53.0% |
| Participation rate | 12.5% | 87.1%-74.6pp | 82.6%-70.1pp | 82.5%-70.0pp |
| Annual return | 16.88% | 1029.77%-1012.9pp | 802.94%-786.1pp | 345.39%-328.5pp |
| Employer contribution / active EE | $237 | $5,858-96.0% | $5,144-95.4% | $4,763-95.0% |
| Participant deferral / active EE | $244 | $5,948-95.9% | $5,198-95.3% | $5,851-95.8% |
| Admin fee / account holder | $0 | $17,111-100.0% | $13,955-100.0% | $11,598-100.0% |