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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 | $51,605 | $157,304-67.2% | $141,197-63.5% | $152,909-66.3% |
| Participation rate | 0.0% | 84.8%-84.8pp | 82.5%-82.5pp | 82.5%-82.5pp |
| Annual return | 24.49% | 64.34%-39.9pp | 71.41%-46.9pp | 345.46%-321.0pp |
| Employer contribution / active EE | $0 | $5,263-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $726 | $7,111-89.8% | $6,710-89.2% | $5,851-87.6% |
| Admin fee / account holder | $34 | $12,126-99.7% | $10,265-99.7% | $11,601-99.7% |