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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 | $45,871 | $202,342-77.3% | $172,753-73.4% | $152,909-70.0% |
| Participation rate | 50.0% | 87.1%-37.1pp | 82.6%-32.6pp | 82.5%-32.5pp |
| Annual return | 32.35% | 1029.88%-997.5pp | 803.00%-770.7pp | 345.46%-313.1pp |
| Employer contribution / active EE | $931 | $5,857-84.1% | $5,144-81.9% | $4,764-80.5% |
| Participant deferral / active EE | $951 | $5,948-84.0% | $5,198-81.7% | $5,851-83.7% |
| Admin fee / account holder | $20 | $17,112-99.9% | $13,956-99.9% | $11,601-99.8% |