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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 | $85,232 | $100,203-14.9% | $85,2400% | $145,897-41.6% |
| Participation rate | 66.7% | 74.1%-7.4pp | 67.5%-0.9pp | 80.3%-13.6pp |
| Annual return | 387.28% | 84.28%+303.0pp | 66.75%+320.5pp | 552.29%-165.0pp |
| Employer contribution / active EE | $117 | $3,242-96.4% | $2,735-95.7% | $4,663-97.5% |
| Participant deferral / active EE | $233 | $5,299-95.6% | $4,527-94.8% | $6,689-96.5% |
| Admin fee / account holder | $0 | $7,265-100.0% | $6,165-100.0% | $13,390-100.0% |