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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 | $27,243 | $150,446-81.9% | $136,297-80.0% | $147,585-81.5% |
| Participation rate | 47.1% | 84.4%-37.4pp | 81.9%-34.9pp | 82.8%-35.8pp |
| Annual return | 20.80% | 1049.14%-1028.3pp | 5156.19%-5135.4pp | 578.58%-557.8pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,352 | $6,631-79.6% | $6,247-78.4% | $5,439-75.1% |
| Admin fee / account holder | $189 | $10,906-98.3% | $9,244-98.0% | $10,886-98.3% |