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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 | $52,076 | $124,187-58.1% | $108,410-52.0% | $167,518-68.9% |
| Participation rate | 55.6% | 82.3%-26.7pp | 80.1%-24.6pp | 82.1%-26.6pp |
| Annual return | 15.55% | 1379.80%-1364.3pp | 905.34%-889.8pp | 478.71%-463.2pp |
| Employer contribution / active EE | $0 | $4,187-100.0% | $3,558-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $724 | $6,908-89.5% | $6,562-89.0% | $6,342-88.6% |
| Admin fee / account holder | $0 | $9,456-100.0% | $7,296-100.0% | $12,312-100.0% |