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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 | $34,691 | $150,446-76.9% | $136,297-74.5% | $147,585-76.5% |
| Participation rate | 16.7% | 84.4%-67.8pp | 81.9%-65.3pp | 82.8%-66.2pp |
| Annual return | 19.54% | 1049.14%-1029.6pp | 5156.19%-5136.7pp | 578.58%-559.0pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $598 | $6,631-91.0% | $6,247-90.4% | $5,439-89.0% |
| Admin fee / account holder | $268 | $10,906-97.5% | $9,244-97.1% | $10,886-97.5% |