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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 | $52,490 | $227,399-76.9% | $189,758-72.3% | $198,609-73.6% |
| Participation rate | 0.0% | 84.0%-84.0pp | 79.8%-79.8pp | 82.4%-82.4pp |
| Annual return | 3.95% | 61.03%-57.1pp | 52.62%-48.7pp | 202.70%-198.8pp |
| Employer contribution / active EE | $140 | $5,526-97.5% | $4,767-97.1% | $5,055-97.2% |
| Participant deferral / active EE | $25 | $6,837-99.6% | $5,856-99.6% | $6,977-99.6% |
| Admin fee / account holder | $0 | $25,162-100.0% | $20,388-100.0% | $19,030-100.0% |