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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 | $80,558 | $198,457-59.4% | $170,435-52.7% | $147,586-45.4% |
| Participation rate | 20.0% | 88.0%-68.0pp | 83.6%-63.6pp | 82.8%-62.8pp |
| Annual return | 21.95% | 257.30%-235.4pp | 205.94%-184.0pp | 578.59%-556.6pp |
| Employer contribution / active EE | $0 | $6,183-100.0% | $5,432-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $206 | $5,629-96.3% | $4,939-95.8% | $5,439-96.2% |
| Admin fee / account holder | $12 | $16,852-99.9% | $13,881-99.9% | $10,886-99.9% |