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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 | $24,920 | $165,399-84.9% | $149,745-83.4% | $158,982-84.3% |
| Participation rate | 10.0% | 84.6%-74.6pp | 82.5%-72.5pp | 82.0%-72.0pp |
| Annual return | 35.91% | 348.34%-312.4pp | 276.72%-240.8pp | 302.99%-267.1pp |
| Employer contribution / active EE | $0 | $5,105-100.0% | $4,646-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $624 | $7,183-91.3% | $6,843-90.9% | $5,983-89.6% |
| Admin fee / account holder | $20 | $10,811-99.8% | $9,312-99.8% | $11,252-99.8% |