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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 | $57,718 | $58,391-1.2% | $76,667-24.7% | $72,976-20.9% |
| Participation rate | 13.0% | 67.4%-54.4pp | 72.1%-59.1pp | 69.5%-56.5pp |
| Annual return | 24.06% | 2306.65%-2282.6pp | 1166.74%-1142.7pp | 81.02%-57.0pp |
| Employer contribution / active EE | $223 | $1,787-87.5% | $2,303-90.3% | $2,440-90.9% |
| Participant deferral / active EE | $864 | $2,690-67.9% | $3,336-74.1% | $3,608-76.0% |
| Admin fee / account holder | $0 | $4,014-100.0% | $6,423-100.0% | $5,124-100.0% |