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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 | $40,225 | $124,187-67.6% | $108,410-62.9% | $167,518-76.0% |
| Participation rate | 25.0% | 82.3%-57.3pp | 80.1%-55.1pp | 82.1%-57.1pp |
| Annual return | 19.22% | 1379.80%-1360.6pp | 905.34%-886.1pp | 478.71%-459.5pp |
| Employer contribution / active EE | $0 | $4,187-100.0% | $3,558-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $1,407 | $6,908-79.6% | $6,562-78.6% | $6,342-77.8% |
| Admin fee / account holder | $15 | $9,456-99.8% | $7,296-99.8% | $12,312-99.9% |