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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 | $101,239 | $125,184-19.1% | $105,607-4.1% | $145,884-30.6% |
| Participation rate | 8.3% | 77.6%-69.3pp | 75.3%-66.9pp | 80.3%-72.0pp |
| Annual return | 13.68% | 225.00%-211.3pp | 116.11%-102.4pp | 551.85%-538.2pp |
| Employer contribution / active EE | $0 | $3,720-100.0% | $3,167-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $514 | $5,714-91.0% | $5,011-89.7% | $6,690-92.3% |
| Admin fee / account holder | $28 | $17,133-99.8% | $10,958-99.7% | $13,392-99.8% |