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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 | $28,436 | $150,447-81.1% | $136,298-79.1% | $147,586-80.7% |
| Participation rate | 60.0% | 84.4%-24.4pp | 81.9%-21.9pp | 82.8%-22.8pp |
| Annual return | 16.35% | 1049.15%-1032.8pp | 5156.27%-5139.9pp | 578.59%-562.2pp |
| Employer contribution / active EE | $549 | $5,256-89.6% | $4,696-88.3% | $4,876-88.7% |
| Participant deferral / active EE | $1,643 | $6,631-75.2% | $6,247-73.7% | $5,439-69.8% |
| Admin fee / account holder | $244 | $10,906-97.8% | $9,244-97.4% | $10,886-97.8% |