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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 | $39,690 | $180,459-78.0% | $154,108-74.2% | $135,380-70.7% |
| Participation rate | 50.0% | 87.4%-37.4pp | 83.0%-33.0pp | 82.6%-32.6pp |
| Annual return | 11.24% | 888.21%-877.0pp | 735.21%-724.0pp | 519.81%-508.6pp |
| Employer contribution / active EE | $752 | $6,035-87.5% | $5,298-85.8% | $4,779-84.3% |
| Participant deferral / active EE | $1,187 | $5,806-79.6% | $5,081-76.6% | $5,609-78.8% |
| Admin fee / account holder | $0 | $16,145-100.0% | $13,411-100.0% | $10,828-100.0% |