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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 | $25,248 | $226,090-88.8% | $182,531-86.2% | $152,885-83.5% |
| Participation rate | 27.3% | 82.5%-55.2pp | 78.0%-50.7pp | 82.5%-55.2pp |
| Annual return | 23.44% | 192.57%-169.1pp | 148.57%-125.1pp | 345.39%-321.9pp |
| Employer contribution / active EE | $0 | $4,978-100.0% | $4,075-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $665 | $6,369-89.6% | $5,525-88.0% | $5,851-88.6% |
| Admin fee / account holder | $0 | $10,705-100.0% | $8,593-100.0% | $11,598-100.0% |