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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 | $27,421 | $150,446-81.8% | $136,297-79.9% | $147,585-81.4% |
| Participation rate | 27.3% | 84.4%-57.1pp | 81.9%-54.6pp | 82.8%-55.6pp |
| Annual return | 18.69% | 1049.14%-1030.5pp | 5156.19%-5137.5pp | 578.58%-559.9pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,080 | $6,631-83.7% | $6,247-82.7% | $5,439-80.1% |
| Admin fee / account holder | $263 | $10,906-97.6% | $9,244-97.2% | $10,886-97.6% |