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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 | $52,819 | $171,867-69.3% | $149,718-64.7% | $147,585-64.2% |
| Participation rate | 66.7% | 88.2%-21.5pp | 87.1%-20.4pp | 82.8%-16.2pp |
| Annual return | 17.48% | 2113.36%-2095.9pp | 1501.70%-1484.2pp | 578.57%-561.1pp |
| Employer contribution / active EE | $1,181 | $6,275-81.2% | $5,444-78.3% | $4,876-75.8% |
| Participant deferral / active EE | $1,772 | $7,270-75.6% | $6,568-73.0% | $5,439-67.4% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,283-100.0% | $10,885-100.0% |