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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 | $70,186 | $150,447-53.3% | $136,298-48.5% | $147,586-52.4% |
| Participation rate | 47.8% | 84.4%-36.6pp | 81.9%-34.1pp | 82.8%-35.0pp |
| Annual return | 14.23% | 1049.15%-1034.9pp | 5156.27%-5142.0pp | 578.59%-564.4pp |
| Employer contribution / active EE | $781 | $5,256-85.1% | $4,696-83.4% | $4,876-84.0% |
| Participant deferral / active EE | $2,030 | $6,631-69.4% | $6,247-67.5% | $5,439-62.7% |
| Admin fee / account holder | $31 | $10,906-99.7% | $9,244-99.7% | $10,886-99.7% |