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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 | $23,234 | $124,187-81.3% | $108,410-78.6% | $167,518-86.1% |
| Participation rate | 38.5% | 82.3%-43.8pp | 80.1%-41.7pp | 82.1%-43.6pp |
| Annual return | 16.27% | 1379.80%-1363.5pp | 905.34%-889.1pp | 478.71%-462.4pp |
| Employer contribution / active EE | $0 | $4,187-100.0% | $3,558-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $1,718 | $6,908-75.1% | $6,562-73.8% | $6,342-72.9% |
| Admin fee / account holder | $20 | $9,456-99.8% | $7,296-99.7% | $12,312-99.8% |