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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 | $32,034 | $202,342-84.2% | $172,752-81.5% | $152,897-79.0% |
| Participation rate | 33.3% | 87.1%-53.7pp | 82.6%-49.3pp | 82.5%-49.1pp |
| Annual return | 24.66% | 1029.83%-1005.2pp | 802.97%-778.3pp | 345.43%-320.8pp |
| Employer contribution / active EE | $0 | $5,858-100.0% | $5,144-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,721 | $5,948-71.1% | $5,198-66.9% | $5,851-70.6% |
| Admin fee / account holder | $238 | $17,111-98.6% | $13,955-98.3% | $11,599-97.9% |