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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 | $24,530 | $100,895-75.7% | $90,430-72.9% | $158,950-84.6% |
| Participation rate | 30.8% | 75.0%-44.3pp | 72.7%-41.9pp | 82.0%-51.2pp |
| Annual return | 13.58% | 1725.54%-1712.0pp | 1293.73%-1280.1pp | 302.91%-289.3pp |
| Employer contribution / active EE | $0 | $3,689-100.0% | $3,262-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $460 | $4,347-89.4% | $3,963-88.4% | $5,983-92.3% |
| Admin fee / account holder | $193 | $6,505-97.0% | $5,613-96.6% | $11,248-98.3% |