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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 | $38,423 | $167,362-77.0% | $143,799-73.3% | $134,532-71.4% |
| Participation rate | 9.5% | 84.8%-75.3pp | 80.3%-70.8pp | 81.2%-71.7pp |
| Annual return | 1147.44% | 0.47%+1147.0pp | -0.04%+1147.5pp | 418.27%+729.2pp |
| Employer contribution / active EE | $0 | $5,620-100.0% | $4,952-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $644 | $6,447-90.0% | $5,638-88.6% | $6,401-89.9% |
| Admin fee / account holder | $244 | $18,094-98.7% | $14,677-98.3% | $11,429-97.9% |