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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 | $29,702 | $154,754-80.8% | $124,206-76.1% | $138,895-78.6% |
| Participation rate | 66.7% | 75.5%-8.8pp | 69.6%-2.9pp | 79.9%-13.3pp |
| Annual return | 42.95% | 709.28%-666.3pp | 515.27%-472.3pp | 145.39%-102.4pp |
| Employer contribution / active EE | $0 | $4,446-100.0% | $3,540-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $75 | $4,621-98.4% | $3,968-98.1% | $6,396-98.8% |
| Admin fee / account holder | $63 | $6,690-99.1% | $5,929-98.9% | $12,562-99.5% |