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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 | $83,041 | $209,874-60.4% | $189,537-56.2% | $167,536-50.4% |
| Participation rate | 50.0% | 88.7%-38.7pp | 87.8%-37.8pp | 82.1%-32.1pp |
| Annual return | 10.41% | 748.61%-738.2pp | 555.34%-544.9pp | 478.82%-468.4pp |
| Employer contribution / active EE | $807 | $6,913-88.3% | $6,161-86.9% | $4,839-83.3% |
| Participant deferral / active EE | $2,388 | $8,934-73.3% | $8,220-71.0% | $6,342-62.4% |
| Admin fee / account holder | $166 | $14,299-98.8% | $12,048-98.6% | $12,315-98.7% |