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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 | $81,985 | $175,257-53.2% | $149,717-45.2% | $139,456-41.2% |
| Participation rate | 23.5% | 83.4%-59.9pp | 78.8%-55.2pp | 80.3%-56.8pp |
| Annual return | 98.93% | 166.70%-67.8pp | 134.41%-35.5pp | 373.45%-274.5pp |
| Employer contribution / active EE | $513 | $5,477-90.6% | $4,820-89.4% | $4,753-89.2% |
| Participant deferral / active EE | $1,224 | $6,521-81.2% | $5,682-78.5% | $6,711-81.8% |
| Admin fee / account holder | $0 | $16,156-100.0% | $13,213-100.0% | $11,407-100.0% |