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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 | $42,013 | $129,737-67.6% | $119,126-64.7% | $154,746-72.9% |
| Participation rate | 0.0% | 78.9%-78.9pp | 75.8%-75.8pp | 80.7%-80.7pp |
| Annual return | 12.47% | 379.08%-366.6pp | 282.11%-269.6pp | 172.34%-159.9pp |
| Employer contribution / active EE | $310 | $4,375-92.9% | $4,034-92.3% | $4,379-92.9% |
| Participant deferral / active EE | $465 | $5,842-92.0% | $5,318-91.3% | $6,730-93.1% |
| Admin fee / account holder | $70 | $11,961-99.4% | $10,693-99.3% | $14,365-99.5% |