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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 | $22,142 | $180,749-87.7% | $160,784-86.2% | $137,256-83.9% |
| Participation rate | 25.0% | 80.0%-55.0pp | 77.0%-52.0pp | 80.0%-55.0pp |
| Annual return | 16.85% | 2234.46%-2217.6pp | 1803.92%-1787.1pp | 220.34%-203.5pp |
| Employer contribution / active EE | $0 | $4,155-100.0% | $3,733-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $600 | $6,844-91.2% | $6,293-90.5% | $6,407-90.6% |
| Admin fee / account holder | $241 | $10,397-97.7% | $9,717-97.5% | $12,270-98.0% |