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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 | $69,817 | $175,231-60.2% | $149,696-53.4% | $139,466-49.9% |
| Participation rate | 38.5% | 83.4%-44.9pp | 78.8%-40.3pp | 80.3%-41.9pp |
| Annual return | 35503.25% | 166.77%+35336.5pp | 134.46%+35368.8pp | 373.66%+35129.6pp |
| Employer contribution / active EE | $0 | $5,478-100.0% | $4,821-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $1,306 | $6,521-80.0% | $5,682-77.0% | $6,712-80.5% |
| Admin fee / account holder | $226 | $16,155-98.6% | $13,212-98.3% | $11,409-98.0% |