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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 | $59,306 | $202,345-70.7% | $172,755-65.7% | $152,885-61.2% |
| Participation rate | 9.1% | 87.1%-78.0pp | 82.6%-73.6pp | 82.5%-73.4pp |
| Annual return | 19.57% | 1029.77%-1010.2pp | 802.94%-783.4pp | 345.39%-325.8pp |
| Employer contribution / active EE | $446 | $5,858-92.4% | $5,144-91.3% | $4,763-90.6% |
| Participant deferral / active EE | $1,679 | $5,948-71.8% | $5,198-67.7% | $5,851-71.3% |
| Admin fee / account holder | $0 | $17,111-100.0% | $13,955-100.0% | $11,598-100.0% |