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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 | $42,257 | $202,342-79.1% | $172,752-75.5% | $152,897-72.4% |
| Participation rate | 47.6% | 87.1%-39.4pp | 82.6%-35.0pp | 82.5%-34.8pp |
| Annual return | 21.73% | 1029.83%-1008.1pp | 802.97%-781.2pp | 345.43%-323.7pp |
| Employer contribution / active EE | $612 | $5,858-89.5% | $5,144-88.1% | $4,764-87.1% |
| Participant deferral / active EE | $761 | $5,948-87.2% | $5,198-85.4% | $5,851-87.0% |
| Admin fee / account holder | $0 | $17,111-100.0% | $13,955-100.0% | $11,599-100.0% |