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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 | $32,336 | $202,326-84.0% | $172,745-81.3% | $152,870-78.8% |
| Participation rate | 20.0% | 87.1%-67.1pp | 82.6%-62.6pp | 82.4%-62.4pp |
| Annual return | 20.42% | 1029.72%-1009.3pp | 802.90%-782.5pp | 345.34%-324.9pp |
| Employer contribution / active EE | $0 | $5,858-100.0% | $5,144-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $788 | $5,948-86.7% | $5,197-84.8% | $5,850-86.5% |
| Admin fee / account holder | $120 | $17,110-99.3% | $13,954-99.1% | $11,597-99.0% |