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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 | $30,999 | $202,342-84.7% | $172,752-82.1% | $152,897-79.7% |
| Participation rate | 41.7% | 87.1%-45.4pp | 82.6%-41.0pp | 82.5%-40.8pp |
| Annual return | 24.55% | 1029.83%-1005.3pp | 802.97%-778.4pp | 345.43%-320.9pp |
| Employer contribution / active EE | $14 | $5,858-99.8% | $5,144-99.7% | $4,764-99.7% |
| Participant deferral / active EE | $768 | $5,948-87.1% | $5,198-85.2% | $5,851-86.9% |
| Admin fee / account holder | $0 | $17,111-100.0% | $13,955-100.0% | $11,599-100.0% |