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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 | $7,302 | $76,368-90.4% | $67,681-89.2% | $154,746-95.3% |
| Participation rate | 50.0% | 79.0%-29.0pp | 73.7%-23.7pp | 80.7%-30.7pp |
| Annual return | 21.96% | 1066.77%-1044.8pp | 590.58%-568.6pp | 172.34%-150.4pp |
| Employer contribution / active EE | $0 | $3,151-100.0% | $2,678-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $605 | $4,824-87.5% | $3,976-84.8% | $6,730-91.0% |
| Admin fee / account holder | $26 | $8,559-99.7% | $6,100-99.6% | $14,365-99.8% |