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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 | $68,097-89.3% | $62,929-88.4% | $137,256-94.7% |
| Participation rate | 50.0% | 77.4%-27.4pp | 73.1%-23.1pp | 80.0%-30.0pp |
| Annual return | 21.96% | 1859.11%-1837.2pp | 1063.93%-1042.0pp | 220.34%-198.4pp |
| Employer contribution / active EE | $0 | $2,811-100.0% | $2,505-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $605 | $4,553-86.7% | $3,888-84.4% | $6,407-90.6% |
| Admin fee / account holder | $26 | $6,521-99.6% | $5,065-99.5% | $12,270-99.8% |