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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 | $17,692 | $180,749-90.2% | $160,784-89.0% | $137,256-87.1% |
| Participation rate | 33.3% | 80.0%-46.6pp | 77.0%-43.6pp | 80.0%-46.6pp |
| Annual return | 18.77% | 2234.46%-2215.7pp | 1803.92%-1785.2pp | 220.34%-201.6pp |
| Employer contribution / active EE | $432 | $4,155-89.6% | $3,733-88.4% | $4,156-89.6% |
| Participant deferral / active EE | $432 | $6,844-93.7% | $6,293-93.1% | $6,407-93.3% |
| Admin fee / account holder | $143 | $10,397-98.6% | $9,717-98.5% | $12,270-98.8% |