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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 | $60,363 | $180,749-66.6% | $160,784-62.5% | $137,256-56.0% |
| Participation rate | 21.4% | 80.0%-58.5pp | 77.0%-55.5pp | 80.0%-58.5pp |
| Annual return | 16.93% | 2234.46%-2217.5pp | 1803.92%-1787.0pp | 220.34%-203.4pp |
| Employer contribution / active EE | $0 | $4,155-100.0% | $3,733-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $0 | $6,844-100.0% | $6,293-100.0% | $6,407-100.0% |
| Admin fee / account holder | $33 | $10,397-99.7% | $9,717-99.7% | $12,270-99.7% |