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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 | $41,329 | $180,749-77.1% | $160,784-74.3% | $137,256-69.9% |
| Participation rate | 50.0% | 80.0%-30.0pp | 77.0%-27.0pp | 80.0%-30.0pp |
| Annual return | 19.51% | 2234.46%-2215.0pp | 1803.92%-1784.4pp | 220.34%-200.8pp |
| Employer contribution / active EE | $0 | $4,155-100.0% | $3,733-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $633 | $6,844-90.8% | $6,293-89.9% | $6,407-90.1% |
| Admin fee / account holder | $30 | $10,397-99.7% | $9,717-99.7% | $12,270-99.8% |