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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 | $92,460 | $202,342-54.3% | $172,753-46.5% | $152,909-39.5% |
| Participation rate | 23.1% | 87.1%-64.0pp | 82.6%-59.6pp | 82.5%-59.4pp |
| Annual return | 19.71% | 1029.88%-1010.2pp | 803.00%-783.3pp | 345.46%-325.8pp |
| Employer contribution / active EE | $235 | $5,857-96.0% | $5,144-95.4% | $4,764-95.1% |
| Participant deferral / active EE | $1,819 | $5,948-69.4% | $5,198-65.0% | $5,851-68.9% |
| Admin fee / account holder | $10 | $17,112-99.9% | $13,956-99.9% | $11,601-99.9% |