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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 | $24,697 | $176,105-86.0% | $159,474-84.5% | $167,536-85.3% |
| Participation rate | 10.0% | 85.0%-75.0pp | 82.8%-72.8pp | 82.1%-72.1pp |
| Annual return | 16.92% | 331.91%-315.0pp | 263.68%-246.8pp | 478.82%-461.9pp |
| Employer contribution / active EE | $0 | $5,299-100.0% | $4,831-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $289 | $7,751-96.3% | $7,353-96.1% | $6,342-95.4% |
| Admin fee / account holder | $128 | $12,559-99.0% | $10,802-98.8% | $12,315-99.0% |