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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 | $93,520 | $183,539-49.0% | $155,556-39.9% | $145,897-35.9% |
| Participation rate | 35.3% | 82.7%-47.4pp | 78.2%-42.9pp | 80.3%-45.0pp |
| Annual return | 22.08% | 61.31%-39.2pp | 64.84%-42.8pp | 552.29%-530.2pp |
| Employer contribution / active EE | $484 | $5,315-90.9% | $4,675-89.7% | $4,663-89.6% |
| Participant deferral / active EE | $770 | $6,467-88.1% | $5,631-86.3% | $6,689-88.5% |
| Admin fee / account holder | $0 | $19,275-100.0% | $15,885-100.0% | $13,390-100.0% |