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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 | $30,988 | $166,089-81.3% | $164,928-81.2% | $145,978-78.8% |
| Participation rate | 7.7% | 82.0%-74.3pp | 78.6%-70.9pp | 80.3%-72.6pp |
| Annual return | 14.72% | 100.26%-85.5pp | 70.08%-55.4pp | 550.52%-535.8pp |
| Employer contribution / active EE | $0 | $5,276-100.0% | $4,343-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $312 | $6,961-95.5% | $6,034-94.8% | $6,690-95.3% |
| Admin fee / account holder | $45 | $16,641-99.7% | $12,684-99.6% | $13,400-99.7% |