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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 | $56,190 | $202,342-72.2% | $172,753-67.5% | $152,909-63.3% |
| Participation rate | 60.0% | 87.1%-27.1pp | 82.6%-22.6pp | 82.5%-22.5pp |
| Annual return | 15.66% | 1029.88%-1014.2pp | 803.00%-787.3pp | 345.46%-329.8pp |
| Employer contribution / active EE | $0 | $5,857-100.0% | $5,144-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,485 | $5,948-75.0% | $5,198-71.4% | $5,851-74.6% |
| Admin fee / account holder | $80 | $17,112-99.5% | $13,956-99.4% | $11,601-99.3% |