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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 | $53,426 | $180,459-70.4% | $154,108-65.3% | $135,380-60.5% |
| Participation rate | 33.3% | 87.4%-54.1pp | 83.0%-49.7pp | 82.6%-49.3pp |
| Annual return | 8.62% | 888.21%-879.6pp | 735.21%-726.6pp | 519.81%-511.2pp |
| Employer contribution / active EE | $0 | $6,035-100.0% | $5,298-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,841 | $5,806-68.3% | $5,081-63.8% | $5,609-67.2% |
| Admin fee / account holder | $68 | $16,145-99.6% | $13,411-99.5% | $10,828-99.4% |