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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 | $30,195 | $176,120-82.9% | $159,487-81.1% | $167,553-82.0% |
| Participation rate | 33.3% | 85.0%-51.6pp | 82.8%-49.5pp | 82.1%-48.8pp |
| Annual return | 17.98% | 331.95%-314.0pp | 263.71%-245.7pp | 478.89%-460.9pp |
| Employer contribution / active EE | $0 | $5,299-100.0% | $4,831-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $1,354 | $7,752-82.5% | $7,354-81.6% | $6,343-78.7% |
| Admin fee / account holder | $23 | $12,561-99.8% | $10,804-99.8% | $12,316-99.8% |