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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 | $40,727 | $150,447-72.9% | $136,298-70.1% | $147,586-72.4% |
| Participation rate | 7.1% | 84.4%-77.3pp | 81.9%-74.8pp | 82.8%-75.7pp |
| Annual return | 47.83% | 1049.15%-1001.3pp | 5156.27%-5108.4pp | 578.59%-530.8pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,263 | $6,631-81.0% | $6,247-79.8% | $5,439-76.8% |
| Admin fee / account holder | $0 | $10,906-100.0% | $9,244-100.0% | $10,886-100.0% |