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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 | $49,240 | $150,447-67.3% | $136,298-63.9% | $147,586-66.6% |
| Participation rate | 5.3% | 84.4%-79.2pp | 81.9%-76.7pp | 82.8%-77.6pp |
| Annual return | 16.03% | 1049.15%-1033.1pp | 5156.27%-5140.2pp | 578.59%-562.6pp |
| Employer contribution / active EE | $226 | $5,256-95.7% | $4,696-95.2% | $4,876-95.4% |
| Participant deferral / active EE | $947 | $6,631-85.7% | $6,247-84.8% | $5,439-82.6% |
| Admin fee / account holder | $279 | $10,906-97.4% | $9,244-97.0% | $10,886-97.4% |