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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 | $28,225 | $108,897-74.1% | $100,378-71.9% | $145,877-80.7% |
| Participation rate | 0.0% | 83.0%-83.0pp | 81.5%-81.5pp | 80.3%-80.3pp |
| Annual return | 23.13% | 58.17%-35.0pp | 49.41%-26.3pp | 551.28%-528.2pp |
| Employer contribution / active EE | $0 | $4,420-100.0% | $3,942-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $270 | $8,455-96.8% | $8,087-96.7% | $6,691-96.0% |
| Admin fee / account holder | $148 | $9,690-98.5% | $7,899-98.1% | $13,402-98.9% |