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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 | $28,952 | $150,447-80.8% | $136,298-78.8% | $147,586-80.4% |
| Participation rate | 30.0% | 84.4%-54.4pp | 81.9%-51.9pp | 82.8%-52.8pp |
| Annual return | 20.73% | 1049.15%-1028.4pp | 5156.27%-5135.5pp | 578.59%-557.9pp |
| Employer contribution / active EE | $875 | $5,256-83.4% | $4,696-81.4% | $4,876-82.1% |
| Participant deferral / active EE | $914 | $6,631-86.2% | $6,247-85.4% | $5,439-83.2% |
| Admin fee / account holder | $167 | $10,906-98.5% | $9,244-98.2% | $10,886-98.5% |