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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 | $17,274 | $183,592-90.6% | $155,574-88.9% | $145,877-88.2% |
| Participation rate | 4.8% | 82.7%-77.9pp | 78.2%-73.5pp | 80.3%-75.5pp |
| Annual return | 12.22% | 61.37%-49.2pp | 64.87%-52.6pp | 551.28%-539.1pp |
| Employer contribution / active EE | $10 | $5,317-99.8% | $4,676-99.8% | $4,663-99.8% |
| Participant deferral / active EE | $129 | $6,466-98.0% | $5,629-97.7% | $6,691-98.1% |
| Admin fee / account holder | $0 | $19,316-100.0% | $15,914-100.0% | $13,402-100.0% |