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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 | $35,961 | $101,653-64.6% | $147,080-75.6% | $74,459-51.7% |
| Participation rate | 1.7% | 75.6%-73.8pp | 82.2%-80.5pp | 67.2%-65.5pp |
| Annual return | 24.47% | 8754.98%-8730.5pp | 420.17%-395.7pp | 1369.70%-1345.2pp |
| Employer contribution / active EE | $0 | $3,813-100.0% | $4,933-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $96 | $7,304-98.7% | $8,066-98.8% | $4,350-97.8% |
| Admin fee / account holder | $15 | $1,752-99.1% | $12,989-99.9% | $1,945-99.2% |