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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 | $26,303 | $150,447-82.5% | $136,298-80.7% | $147,586-82.2% |
| Participation rate | 69.6% | 84.4%-14.9pp | 81.9%-12.4pp | 82.8%-13.3pp |
| Annual return | 10.63% | 1049.15%-1038.5pp | 5156.27%-5145.6pp | 578.59%-568.0pp |
| Employer contribution / active EE | $212 | $5,256-96.0% | $4,696-95.5% | $4,876-95.7% |
| Participant deferral / active EE | $711 | $6,631-89.3% | $6,247-88.6% | $5,439-86.9% |
| Admin fee / account holder | $0 | $10,906-100.0% | $9,244-100.0% | $10,886-100.0% |