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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 | $72,114 | $171,867-58.0% | $149,721-51.8% | $147,586-51.1% |
| Participation rate | 43.5% | 88.2%-44.7pp | 87.1%-43.6pp | 82.8%-39.4pp |
| Annual return | 14.35% | 2113.36%-2099.0pp | 1501.67%-1487.3pp | 578.59%-564.2pp |
| Employer contribution / active EE | $0 | $6,275-100.0% | $5,444-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,078 | $7,270-71.4% | $6,568-68.4% | $5,439-61.8% |
| Admin fee / account holder | $36 | $13,799-99.7% | $11,282-99.7% | $10,886-99.7% |