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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 | $90,685 | $202,440-55.2% | $169,390-46.5% | $139,466-35.0% |
| Participation rate | 28.6% | 81.1%-52.5pp | 77.2%-48.6pp | 80.3%-51.8pp |
| Annual return | 16.35% | 532.36%-516.0pp | 406.07%-389.7pp | 373.66%-357.3pp |
| Employer contribution / active EE | $0 | $4,693-100.0% | $4,013-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $375 | $6,940-94.6% | $6,222-94.0% | $6,712-94.4% |
| Admin fee / account holder | $30 | $10,722-99.7% | $9,015-99.7% | $11,409-99.7% |