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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 | $160,040-64.9% | $147,096-61.8% | $145,877-61.5% |
| Participation rate | 0.0% | 84.0%-84.0pp | 82.2%-82.2pp | 80.3%-80.3pp |
| Annual return | 10.66% | 98.49%-87.8pp | 419.75%-409.1pp | 551.28%-540.6pp |
| Employer contribution / active EE | $565 | $5,289-89.3% | $4,936-88.6% | $4,663-87.9% |
| Participant deferral / active EE | $1,685 | $8,429-80.0% | $8,071-79.1% | $6,691-74.8% |
| Admin fee / account holder | $38 | $15,050-99.8% | $13,005-99.7% | $13,402-99.7% |