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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 | $35,979 | $76,522-53.0% | $56,033-35.8% | $145,884-75.3% |
| Participation rate | 35.7% | 63.2%-27.5pp | 52.5%-16.8pp | 80.3%-44.6pp |
| Annual return | 9.77% | 3014.28%-3004.5pp | 1711.38%-1701.6pp | 551.85%-542.1pp |
| Employer contribution / active EE | $0 | $1,382-100.0% | $1,041-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $0 | $2,624-100.0% | $1,954-100.0% | $6,690-100.0% |
| Admin fee / account holder | $48 | $3,328-98.6% | $2,827-98.3% | $13,392-99.6% |