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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 | $25,281 | $150,445-83.2% | $136,297-81.5% | $147,585-82.9% |
| Participation rate | 27.8% | 84.4%-56.6pp | 81.9%-54.1pp | 82.8%-55.1pp |
| Annual return | 26.04% | 1049.14%-1023.1pp | 5156.16%-5130.1pp | 578.57%-552.5pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,643 | $6,631-75.2% | $6,247-73.7% | $5,439-69.8% |
| Admin fee / account holder | $20 | $10,906-99.8% | $9,244-99.8% | $10,885-99.8% |