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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 | $13,650 | $110,093-87.6% | $97,295-86.0% | $145,897-90.6% |
| Participation rate | 6.3% | 75.9%-69.7pp | 72.7%-66.4pp | 80.3%-74.1pp |
| Annual return | 13.04% | 244.76%-231.7pp | 75.62%-62.6pp | 552.29%-539.2pp |
| Employer contribution / active EE | $162 | $3,077-94.7% | $2,723-94.1% | $4,663-96.5% |
| Participant deferral / active EE | $162 | $4,678-96.5% | $4,264-96.2% | $6,689-97.6% |
| Admin fee / account holder | $20 | $6,212-99.7% | $5,646-99.6% | $13,390-99.9% |