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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 | $32,786 | $150,447-78.2% | $136,298-75.9% | $147,586-77.8% |
| Participation rate | 43.8% | 84.4%-40.7pp | 81.9%-38.2pp | 82.8%-39.1pp |
| Annual return | 17.98% | 1049.15%-1031.2pp | 5156.27%-5138.3pp | 578.59%-560.6pp |
| Employer contribution / active EE | $839 | $5,256-84.0% | $4,696-82.1% | $4,876-82.8% |
| Participant deferral / active EE | $1,337 | $6,631-79.8% | $6,247-78.6% | $5,439-75.4% |
| Admin fee / account holder | $0 | $10,906-100.0% | $9,244-100.0% | $10,886-100.0% |