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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 | $33,999 | $150,447-77.4% | $136,298-75.1% | $147,586-77.0% |
| Participation rate | 40.0% | 84.4%-44.4pp | 81.9%-41.9pp | 82.8%-42.8pp |
| Annual return | 13.06% | 1049.15%-1036.1pp | 5156.27%-5143.2pp | 578.59%-565.5pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,543 | $6,631-76.7% | $6,247-75.3% | $5,439-71.6% |
| Admin fee / account holder | $91 | $10,906-99.2% | $9,244-99.0% | $10,886-99.2% |