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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 | $21,881 | $111,535-80.4% | $105,223-79.2% | $137,256-84.1% |
| Participation rate | 14.3% | 78.1%-63.8pp | 75.0%-60.8pp | 80.0%-65.7pp |
| Annual return | 2760.26% | 237.85%+2522.4pp | 180.65%+2579.6pp | 220.34%+2539.9pp |
| Employer contribution / active EE | $0 | $3,939-100.0% | $3,689-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $0 | $5,500-100.0% | $5,072-100.0% | $6,407-100.0% |
| Admin fee / account holder | $0 | $9,721-100.0% | $8,859-100.0% | $12,270-100.0% |