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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 | $15,483 | $180,749-91.4% | $160,784-90.4% | $137,256-88.7% |
| Participation rate | 30.8% | 80.0%-49.2pp | 77.0%-46.2pp | 80.0%-49.2pp |
| Annual return | 15.80% | 2234.46%-2218.7pp | 1803.92%-1788.1pp | 220.34%-204.5pp |
| Employer contribution / active EE | $0 | $4,155-100.0% | $3,733-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $381 | $6,844-94.4% | $6,293-93.9% | $6,407-94.0% |
| Admin fee / account holder | $97 | $10,397-99.1% | $9,717-99.0% | $12,270-99.2% |