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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 | $71,770 | $202,345-64.5% | $172,755-58.5% | $152,885-53.1% |
| Participation rate | 60.0% | 87.1%-27.1pp | 82.6%-22.6pp | 82.5%-22.5pp |
| Annual return | 21.76% | 1029.77%-1008.0pp | 802.94%-781.2pp | 345.39%-323.6pp |
| Employer contribution / active EE | $208 | $5,858-96.4% | $5,144-96.0% | $4,763-95.6% |
| Participant deferral / active EE | $258 | $5,948-95.7% | $5,198-95.0% | $5,851-95.6% |
| Admin fee / account holder | $0 | $17,111-100.0% | $13,955-100.0% | $11,598-100.0% |