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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 | $40,602 | $174,379-76.7% | $152,093-73.3% | $138,895-70.8% |
| Participation rate | 5.3% | 81.6%-76.4pp | 77.8%-72.5pp | 79.9%-74.7pp |
| Annual return | 15.21% | 74.86%-59.6pp | 66.36%-51.1pp | 145.39%-130.2pp |
| Employer contribution / active EE | $62 | $4,652-98.7% | $4,175-98.5% | $4,194-98.5% |
| Participant deferral / active EE | $62 | $6,159-99.0% | $5,451-98.9% | $6,396-99.0% |
| Admin fee / account holder | $0 | $16,880-100.0% | $14,497-100.0% | $12,562-100.0% |