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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 | $71,171 | $150,447-52.7% | $136,298-47.8% | $147,586-51.8% |
| Participation rate | 25.0% | 84.4%-59.4pp | 81.9%-56.9pp | 82.8%-57.8pp |
| Annual return | 20.12% | 1049.15%-1029.0pp | 5156.27%-5136.2pp | 578.59%-558.5pp |
| Employer contribution / active EE | $860 | $5,256-83.6% | $4,696-81.7% | $4,876-82.4% |
| Participant deferral / active EE | $1,074 | $6,631-83.8% | $6,247-82.8% | $5,439-80.2% |
| Admin fee / account holder | $0 | $10,906-100.0% | $9,244-100.0% | $10,886-100.0% |