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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 | $25,044 | $107,363-76.7% | $92,909-73.0% | $152,897-83.6% |
| Participation rate | 25.0% | 79.8%-54.8pp | 76.0%-51.0pp | 82.5%-57.5pp |
| Annual return | 20.14% | 145.63%-125.5pp | 109.44%-89.3pp | 345.43%-325.3pp |
| Employer contribution / active EE | $99 | $4,222-97.7% | $3,653-97.3% | $4,764-97.9% |
| Participant deferral / active EE | $99 | $4,848-98.0% | $4,238-97.7% | $5,851-98.3% |
| Admin fee / account holder | $0 | $7,082-100.0% | $5,795-100.0% | $11,599-100.0% |