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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 | $41,241 | $150,447-72.6% | $136,298-69.7% | $147,586-72.1% |
| Participation rate | 20.0% | 84.4%-64.4pp | 81.9%-61.9pp | 82.8%-62.8pp |
| Annual return | 16.49% | 1049.15%-1032.7pp | 5156.27%-5139.8pp | 578.59%-562.1pp |
| Employer contribution / active EE | $201 | $5,256-96.2% | $4,696-95.7% | $4,876-95.9% |
| Participant deferral / active EE | $503 | $6,631-92.4% | $6,247-92.0% | $5,439-90.8% |
| Admin fee / account holder | $0 | $10,906-100.0% | $9,244-100.0% | $10,886-100.0% |