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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 | $30,203 | $159,934-81.1% | $147,005-79.5% | $145,959-79.3% |
| Participation rate | 25.0% | 84.0%-59.0pp | 82.2%-57.2pp | 80.3%-55.3pp |
| Annual return | 2985.47% | 98.24%+2887.2pp | 418.76%+2566.7pp | 561.95%+2423.5pp |
| Employer contribution / active EE | $0 | $5,287-100.0% | $4,934-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $809 | $8,427-90.4% | $8,070-90.0% | $6,689-87.9% |
| Admin fee / account holder | $56 | $15,053-99.6% | $13,006-99.6% | $13,398-99.6% |