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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 | $40,134 | $171,867-76.6% | $149,721-73.2% | $147,586-72.8% |
| Participation rate | 50.0% | 88.2%-38.2pp | 87.1%-37.1pp | 82.8%-32.8pp |
| Annual return | 9.75% | 2113.36%-2103.6pp | 1501.67%-1491.9pp | 578.59%-568.8pp |
| Employer contribution / active EE | $0 | $6,275-100.0% | $5,444-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $63 | $7,270-99.1% | $6,568-99.0% | $5,439-98.9% |
| Admin fee / account holder | $300 | $13,799-97.8% | $11,282-97.3% | $10,886-97.2% |