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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 | $46,014 | $148,629-69.0% | $135,982-66.2% | $139,487-67.0% |
| Participation rate | 0.0% | 83.9%-83.9pp | 81.9%-81.9pp | 80.3%-80.3pp |
| Annual return | 25.50% | 79.33%-53.8pp | 68.32%-42.8pp | 373.84%-348.3pp |
| Employer contribution / active EE | $0 | $5,247-100.0% | $4,859-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $946 | $8,102-88.3% | $7,760-87.8% | $6,713-85.9% |
| Admin fee / account holder | $260 | $12,406-97.9% | $10,767-97.6% | $11,407-97.7% |