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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 | $26,649 | $180,749-85.3% | $160,784-83.4% | $137,256-80.6% |
| Participation rate | 18.2% | 80.0%-61.8pp | 77.0%-58.8pp | 80.0%-61.8pp |
| Annual return | 12.41% | 2234.46%-2222.1pp | 1803.92%-1791.5pp | 220.34%-207.9pp |
| Employer contribution / active EE | $0 | $4,155-100.0% | $3,733-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $334 | $6,844-95.1% | $6,293-94.7% | $6,407-94.8% |
| Admin fee / account holder | $12 | $10,397-99.9% | $9,717-99.9% | $12,270-99.9% |