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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 | $81,314 | $162,136-49.8% | $152,301-46.6% | $154,746-47.5% |
| Participation rate | 33.3% | 84.1%-50.8pp | 82.4%-49.1pp | 80.7%-47.4pp |
| Annual return | 1467.42% | 91.02%+1376.4pp | 80.50%+1386.9pp | 172.34%+1295.1pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,016 | $8,341-87.8% | $8,004-87.3% | $6,730-84.9% |
| Admin fee / account holder | $141 | $15,759-99.1% | $14,398-99.0% | $14,365-99.0% |