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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 | $128,836 | $202,342-36.3% | $172,752-25.4% | $152,897-15.7% |
| Participation rate | 37.5% | 87.1%-49.6pp | 82.6%-45.1pp | 82.5%-45.0pp |
| Annual return | 15.78% | 1029.83%-1014.1pp | 802.97%-787.2pp | 345.43%-329.7pp |
| Employer contribution / active EE | $596 | $5,858-89.8% | $5,144-88.4% | $4,764-87.5% |
| Participant deferral / active EE | $596 | $5,948-90.0% | $5,198-88.5% | $5,851-89.8% |
| Admin fee / account holder | $0 | $17,111-100.0% | $13,955-100.0% | $11,599-100.0% |