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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 | $52,948 | $104,937-49.5% | $84,628-37.4% | $152,897-65.4% |
| Participation rate | 9.5% | 74.8%-65.3pp | 68.2%-58.7pp | 82.5%-72.9pp |
| Annual return | 23.81% | 373.88%-350.1pp | 258.80%-235.0pp | 345.43%-321.6pp |
| Employer contribution / active EE | $174 | $3,303-94.7% | $2,653-93.4% | $4,764-96.3% |
| Participant deferral / active EE | $174 | $4,690-96.3% | $3,900-95.5% | $5,851-97.0% |
| Admin fee / account holder | $0 | $6,243-100.0% | $4,914-100.0% | $11,599-100.0% |