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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 | $31,267 | $150,447-79.2% | $136,298-77.1% | $147,586-78.8% |
| Participation rate | 33.3% | 84.4%-51.1pp | 81.9%-48.6pp | 82.8%-49.5pp |
| Annual return | 16.92% | 1049.15%-1032.2pp | 5156.27%-5139.3pp | 578.59%-561.7pp |
| Employer contribution / active EE | $400 | $5,256-92.4% | $4,696-91.5% | $4,876-91.8% |
| Participant deferral / active EE | $1,000 | $6,631-84.9% | $6,247-84.0% | $5,439-81.6% |
| Admin fee / account holder | $277 | $10,906-97.5% | $9,244-97.0% | $10,886-97.5% |