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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 | $56,197 | $160,070-64.9% | $147,117-61.8% | $145,897-61.5% |
| Participation rate | 0.0% | 84.0%-84.0pp | 82.2%-82.2pp | 80.3%-80.3pp |
| Annual return | 10.66% | 98.69%-88.0pp | 420.54%-409.9pp | 552.29%-541.6pp |
| Employer contribution / active EE | $565 | $5,285-89.3% | $4,932-88.5% | $4,663-87.9% |
| Participant deferral / active EE | $1,685 | $8,419-80.0% | $8,065-79.1% | $6,689-74.8% |
| Admin fee / account holder | $38 | $15,035-99.8% | $12,993-99.7% | $13,390-99.7% |