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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 | $45,876 | $209,422-78.1% | $178,503-74.3% | $158,982-71.1% |
| Participation rate | 13.6% | 86.4%-72.7pp | 81.9%-68.3pp | 82.0%-68.3pp |
| Annual return | 10.95% | 188.81%-177.9pp | 151.12%-140.2pp | 302.99%-292.0pp |
| Employer contribution / active EE | $0 | $5,707-100.0% | $5,011-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $813 | $5,955-86.4% | $5,202-84.4% | $5,983-86.4% |
| Admin fee / account holder | $226 | $17,079-98.7% | $13,987-98.4% | $11,252-98.0% |