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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 | $36,574 | $100,911-63.8% | $90,440-59.6% | $158,966-77.0% |
| Participation rate | 4.2% | 75.0%-70.9pp | 72.7%-68.5pp | 82.0%-77.8pp |
| Annual return | 32.41% | 1726.62%-1694.2pp | 1294.38%-1262.0pp | 302.95%-270.5pp |
| Employer contribution / active EE | $0 | $3,690-100.0% | $3,263-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $613 | $4,348-85.9% | $3,964-84.5% | $5,983-89.8% |
| Admin fee / account holder | $249 | $6,507-96.2% | $5,615-95.6% | $11,250-97.8% |