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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 | $85,232 | $100,073-14.8% | $85,126+0.1% | $145,877-41.6% |
| Participation rate | 66.7% | 74.1%-7.4pp | 67.5%-0.9pp | 80.3%-13.6pp |
| Annual return | 387.28% | 84.11%+303.2pp | 66.63%+320.6pp | 551.28%-164.0pp |
| Employer contribution / active EE | $117 | $3,236-96.4% | $2,731-95.7% | $4,663-97.5% |
| Participant deferral / active EE | $233 | $5,294-95.6% | $4,523-94.8% | $6,691-96.5% |
| Admin fee / account holder | $0 | $7,261-100.0% | $6,160-100.0% | $13,402-100.0% |