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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 | $80,714 | $102,663-21.4% | $86,216-6.4% | $139,466-42.1% |
| Participation rate | 11.1% | 74.5%-63.4pp | 69.0%-57.8pp | 80.3%-69.2pp |
| Annual return | 32.04% | 1924.52%-1892.5pp | 1169.42%-1137.4pp | 373.66%-341.6pp |
| Employer contribution / active EE | $0 | $3,035-100.0% | $2,382-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $193 | $4,677-95.9% | $3,986-95.2% | $6,712-97.1% |
| Admin fee / account holder | $60 | $8,663-99.3% | $6,853-99.1% | $11,409-99.5% |