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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 | $60,996 | $176,120-65.4% | $159,487-61.8% | $167,553-63.6% |
| Participation rate | 66.7% | 85.0%-18.3pp | 82.8%-16.2pp | 82.1%-15.4pp |
| Annual return | 100.77% | 331.95%-231.2pp | 263.71%-162.9pp | 478.89%-378.1pp |
| Employer contribution / active EE | $501 | $5,299-90.6% | $4,831-89.6% | $4,840-89.7% |
| Participant deferral / active EE | $154 | $7,752-98.0% | $7,354-97.9% | $6,343-97.6% |
| Admin fee / account holder | $0 | $12,561-100.0% | $10,804-100.0% | $12,316-100.0% |