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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 | $6,694 | $96,691-93.1% | $86,656-92.3% | $139,487-95.2% |
| Participation rate | 37.5% | 74.4%-36.9pp | 71.7%-34.2pp | 80.3%-42.8pp |
| Annual return | 22.24% | 106.87%-84.6pp | 593.09%-570.9pp | 373.84%-351.6pp |
| Employer contribution / active EE | $0 | $3,267-100.0% | $3,025-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $778 | $4,838-83.9% | $4,439-82.5% | $6,713-88.4% |
| Admin fee / account holder | $50 | $6,414-99.2% | $5,619-99.1% | $11,407-99.6% |