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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 | $51,413 | $124,175-58.6% | $108,405-52.6% | $167,536-69.3% |
| Participation rate | 61.5% | 82.3%-20.8pp | 80.1%-18.6pp | 82.1%-20.6pp |
| Annual return | 14.90% | 1380.13%-1365.2pp | 905.55%-890.6pp | 478.82%-463.9pp |
| Employer contribution / active EE | $0 | $4,188-100.0% | $3,559-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $1,949 | $6,908-71.8% | $6,563-70.3% | $6,342-69.3% |
| Admin fee / account holder | $207 | $9,457-97.8% | $7,297-97.2% | $12,315-98.3% |