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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 | $30,441 | $150,446-79.8% | $136,297-77.7% | $147,585-79.4% |
| Participation rate | 33.3% | 84.4%-51.1pp | 81.9%-48.6pp | 82.8%-49.5pp |
| Annual return | 14.90% | 1049.14%-1034.2pp | 5156.19%-5141.3pp | 578.58%-563.7pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,210 | $6,631-81.8% | $6,247-80.6% | $5,439-77.8% |
| Admin fee / account holder | $111 | $10,906-99.0% | $9,244-98.8% | $10,886-99.0% |