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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 | $114,119-80.8% | $107,187-79.6% | $138,895-84.2% |
| Participation rate | 14.3% | 78.1%-63.8pp | 75.0%-60.7pp | 79.9%-65.6pp |
| Annual return | 2760.26% | 273.21%+2487.1pp | 204.55%+2555.7pp | 145.39%+2614.9pp |
| Employer contribution / active EE | $0 | $4,059-100.0% | $3,782-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $0 | $5,538-100.0% | $5,096-100.0% | $6,396-100.0% |
| Admin fee / account holder | $0 | $10,024-100.0% | $9,162-100.0% | $12,562-100.0% |