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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 | $97,233 | $183,539-47.0% | $155,556-37.5% | $145,897-33.4% |
| Participation rate | 9.1% | 82.7%-73.6pp | 78.2%-69.1pp | 80.3%-71.2pp |
| Annual return | 16.84% | 61.31%-44.5pp | 64.84%-48.0pp | 552.29%-535.5pp |
| Employer contribution / active EE | $109 | $5,315-97.9% | $4,675-97.7% | $4,663-97.7% |
| Participant deferral / active EE | $945 | $6,467-85.4% | $5,631-83.2% | $6,689-85.9% |
| Admin fee / account holder | $20 | $19,275-99.9% | $15,885-99.9% | $13,390-99.9% |