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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 | $74,023 | $150,435-50.8% | $120,580-38.6% | $145,897-49.3% |
| Participation rate | 4.3% | 78.8%-74.5pp | 72.0%-67.6pp | 80.3%-76.0pp |
| Annual return | 13.15% | 154.60%-141.4pp | 107.48%-94.3pp | 552.29%-539.1pp |
| Employer contribution / active EE | $95 | $4,352-97.8% | $3,469-97.3% | $4,663-98.0% |
| Participant deferral / active EE | $108 | $6,174-98.2% | $4,995-97.8% | $6,689-98.4% |
| Admin fee / account holder | $0 | $12,182-100.0% | $9,418-100.0% | $13,390-100.0% |