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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 | $33,854 | $150,445-77.5% | $136,297-75.2% | $147,585-77.1% |
| Participation rate | 60.0% | 84.4%-24.4pp | 81.9%-21.9pp | 82.8%-22.8pp |
| Annual return | 24.37% | 1049.14%-1024.8pp | 5156.16%-5131.8pp | 578.57%-554.2pp |
| Employer contribution / active EE | $325 | $5,256-93.8% | $4,696-93.1% | $4,876-93.3% |
| Participant deferral / active EE | $85 | $6,631-98.7% | $6,247-98.6% | $5,439-98.4% |
| Admin fee / account holder | $248 | $10,906-97.7% | $9,244-97.3% | $10,885-97.7% |