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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 | $62,500 | $232,540-73.1% | $185,117-66.2% | $147,586-57.7% |
| Participation rate | 10.5% | 82.4%-71.8pp | 77.3%-66.7pp | 82.8%-72.3pp |
| Annual return | 18.31% | 43.03%-24.7pp | 40.50%-22.2pp | 578.59%-560.3pp |
| Employer contribution / active EE | $0 | $5,195-100.0% | $4,182-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $0 | $5,834-100.0% | $5,045-100.0% | $5,439-100.0% |
| Admin fee / account holder | $0 | $10,275-100.0% | $8,159-100.0% | $10,886-100.0% |