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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 | $108,749 | $198,457-45.2% | $170,435-36.2% | $147,586-26.3% |
| Participation rate | 66.7% | 88.0%-21.3pp | 83.6%-16.9pp | 82.8%-16.2pp |
| Annual return | 14.61% | 257.30%-242.7pp | 205.94%-191.3pp | 578.59%-564.0pp |
| Employer contribution / active EE | $0 | $6,183-100.0% | $5,432-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $511 | $5,629-90.9% | $4,939-89.7% | $5,439-90.6% |
| Admin fee / account holder | $117 | $16,852-99.3% | $13,881-99.2% | $10,886-98.9% |