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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 | $39,840 | $108,897-63.4% | $100,378-60.3% | $145,877-72.7% |
| Participation rate | 37.5% | 83.0%-45.5pp | 81.5%-44.0pp | 80.3%-42.8pp |
| Annual return | 616.52% | 58.17%+558.3pp | 49.41%+567.1pp | 551.28%+65.2pp |
| Employer contribution / active EE | $0 | $4,420-100.0% | $3,942-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,132 | $8,455-74.8% | $8,087-73.6% | $6,691-68.1% |
| Admin fee / account holder | $233 | $9,690-97.6% | $7,899-97.0% | $13,402-98.3% |