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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 | $154,228-47.3% | $145,433-44.1% | $137,256-40.8% |
| Participation rate | 33.3% | 83.8%-50.5pp | 82.1%-48.8pp | 80.0%-46.6pp |
| Annual return | 1467.42% | 74.59%+1392.8pp | 66.58%+1400.8pp | 220.34%+1247.1pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,016 | $8,216-87.6% | $7,897-87.1% | $6,407-84.1% |
| Admin fee / account holder | $141 | $14,344-99.0% | $13,129-98.9% | $12,270-98.9% |