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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 | $30,583 | $150,447-79.7% | $136,298-77.6% | $147,586-79.3% |
| Participation rate | 23.1% | 84.4%-61.3pp | 81.9%-58.8pp | 82.8%-59.8pp |
| Annual return | 12.56% | 1049.15%-1036.6pp | 5156.27%-5143.7pp | 578.59%-566.0pp |
| Employer contribution / active EE | $24 | $5,256-99.5% | $4,696-99.5% | $4,876-99.5% |
| Participant deferral / active EE | $1,131 | $6,631-82.9% | $6,247-81.9% | $5,439-79.2% |
| Admin fee / account holder | $59 | $10,906-99.5% | $9,244-99.4% | $10,886-99.5% |