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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 | $29,358 | $150,445-80.5% | $136,297-78.5% | $147,585-80.1% |
| Participation rate | 12.5% | 84.4%-71.9pp | 81.9%-69.4pp | 82.8%-70.3pp |
| Annual return | 21.02% | 1049.14%-1028.1pp | 5156.16%-5135.1pp | 578.57%-557.6pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $610 | $6,631-90.8% | $6,247-90.2% | $5,439-88.8% |
| Admin fee / account holder | $10 | $10,906-99.9% | $9,244-99.9% | $10,885-99.9% |