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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 | $80,687 | $110,039-26.7% | $97,260-17.0% | $145,884-44.7% |
| Participation rate | 11.1% | 75.9%-64.8pp | 72.7%-61.6pp | 80.3%-69.2pp |
| Annual return | 15.69% | 244.44%-228.8pp | 75.54%-59.9pp | 551.85%-536.2pp |
| Employer contribution / active EE | $136 | $3,074-95.6% | $2,721-95.0% | $4,662-97.1% |
| Participant deferral / active EE | $294 | $4,674-93.7% | $4,262-93.1% | $6,690-95.6% |
| Admin fee / account holder | $0 | $6,204-100.0% | $5,640-100.0% | $13,392-100.0% |