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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 | $69,991 | $202,342-65.4% | $172,752-59.5% | $152,897-54.2% |
| Participation rate | 50.0% | 87.1%-37.1pp | 82.6%-32.6pp | 82.5%-32.5pp |
| Annual return | 16.87% | 1029.83%-1013.0pp | 802.97%-786.1pp | 345.43%-328.6pp |
| Employer contribution / active EE | $0 | $5,858-100.0% | $5,144-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,823 | $5,948-69.3% | $5,198-64.9% | $5,851-68.8% |
| Admin fee / account holder | $231 | $17,111-98.6% | $13,955-98.3% | $11,599-98.0% |