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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 | $65,684 | $98,240-33.1% | $82,312-20.2% | $147,586-55.5% |
| Participation rate | 40.0% | 79.7%-39.7pp | 76.9%-36.9pp | 82.8%-42.8pp |
| Annual return | 682.52% | 30.85%+651.7pp | 25.88%+656.6pp | 578.59%+103.9pp |
| Employer contribution / active EE | $60 | $3,192-98.1% | $2,428-97.5% | $4,876-98.8% |
| Participant deferral / active EE | $420 | $4,383-90.4% | $3,706-88.7% | $5,439-92.3% |
| Admin fee / account holder | $0 | $8,563-100.0% | $5,608-100.0% | $10,886-100.0% |