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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 | $44,985 | $160,070-71.9% | $147,117-69.4% | $145,897-69.2% |
| Participation rate | 14.3% | 84.0%-69.7pp | 82.2%-67.9pp | 80.3%-66.0pp |
| Annual return | 47.84% | 98.69%-50.9pp | 420.54%-372.7pp | 552.29%-504.5pp |
| Employer contribution / active EE | $0 | $5,285-100.0% | $4,932-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,657 | $8,419-80.3% | $8,065-79.5% | $6,689-75.2% |
| Admin fee / account holder | $201 | $15,035-98.7% | $12,993-98.5% | $13,390-98.5% |