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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 | $108,911-74.1% | $100,392-71.9% | $145,884-80.7% |
| Participation rate | 0.0% | 83.0%-83.0pp | 81.5%-81.5pp | 80.3%-80.3pp |
| Annual return | 23.13% | 58.23%-35.1pp | 49.45%-26.3pp | 551.85%-528.7pp |
| Employer contribution / active EE | $0 | $4,420-100.0% | $3,941-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $270 | $8,459-96.8% | $8,090-96.7% | $6,690-96.0% |
| Admin fee / account holder | $148 | $9,698-98.5% | $7,904-98.1% | $13,392-98.9% |