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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 | $18,872 | $211,288-91.1% | $178,540-89.4% | $145,884-87.1% |
| Participation rate | 16.7% | 80.8%-64.1pp | 77.1%-60.4pp | 80.3%-63.6pp |
| Annual return | 473.73% | 30.27%+443.5pp | 27.15%+446.6pp | 551.85%-78.1pp |
| Employer contribution / active EE | $266 | $4,574-94.2% | $3,953-93.3% | $4,662-94.3% |
| Participant deferral / active EE | $288 | $6,967-95.9% | $6,281-95.4% | $6,690-95.7% |
| Admin fee / account holder | $0 | $12,105-100.0% | $10,424-100.0% | $13,392-100.0% |