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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 | $18,110 | $180,749-90.0% | $160,784-88.7% | $137,256-86.8% |
| Participation rate | 12.5% | 80.0%-67.5pp | 77.0%-64.5pp | 80.0%-67.5pp |
| Annual return | 16.52% | 2234.46%-2217.9pp | 1803.92%-1787.4pp | 220.34%-203.8pp |
| Employer contribution / active EE | $0 | $4,155-100.0% | $3,733-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $0 | $6,844-100.0% | $6,293-100.0% | $6,407-100.0% |
| Admin fee / account holder | $179 | $10,397-98.3% | $9,717-98.2% | $12,270-98.5% |