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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 | $51,086 | $150,446-66.0% | $136,297-62.5% | $147,585-65.4% |
| Participation rate | 0.0% | 84.4%-84.4pp | 81.9%-81.9pp | 82.8%-82.8pp |
| Annual return | 13.87% | 1049.14%-1035.3pp | 5156.19%-5142.3pp | 578.58%-564.7pp |
| Employer contribution / active EE | $82 | $5,256-98.4% | $4,696-98.3% | $4,876-98.3% |
| Participant deferral / active EE | $123 | $6,631-98.1% | $6,247-98.0% | $5,439-97.7% |
| Admin fee / account holder | $50 | $10,906-99.5% | $9,244-99.5% | $10,886-99.5% |