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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 | $29,155 | $180,749-83.9% | $160,784-81.9% | $137,256-78.8% |
| Participation rate | 16.7% | 80.0%-63.3pp | 77.0%-60.3pp | 80.0%-63.3pp |
| Annual return | 12.69% | 2234.46%-2221.8pp | 1803.92%-1791.2pp | 220.34%-207.7pp |
| Employer contribution / active EE | $0 | $4,155-100.0% | $3,733-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $262 | $6,844-96.2% | $6,293-95.8% | $6,407-95.9% |
| Admin fee / account holder | $0 | $10,397-100.0% | $9,717-100.0% | $12,270-100.0% |