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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 | $52,947 | $100,895-47.5% | $90,430-41.5% | $158,950-66.7% |
| Participation rate | 18.2% | 75.0%-56.8pp | 72.7%-54.5pp | 82.0%-63.8pp |
| Annual return | 8.66% | 1725.54%-1716.9pp | 1293.73%-1285.1pp | 302.91%-294.3pp |
| Employer contribution / active EE | $0 | $3,689-100.0% | $3,262-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $739 | $4,347-83.0% | $3,963-81.4% | $5,983-87.7% |
| Admin fee / account holder | $8 | $6,505-99.9% | $5,613-99.9% | $11,248-99.9% |