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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 | $34,314 | $183,592-81.3% | $155,574-77.9% | $145,877-76.5% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.5pp | 80.3%-13.6pp |
| Annual return | 194.06% | 61.37%+132.7pp | 64.87%+129.2pp | 551.28%-357.2pp |
| Employer contribution / active EE | $909 | $5,317-82.9% | $4,676-80.6% | $4,663-80.5% |
| Participant deferral / active EE | $667 | $6,466-89.7% | $5,629-88.2% | $6,691-90.0% |
| Admin fee / account holder | $0 | $19,316-100.0% | $15,914-100.0% | $13,402-100.0% |