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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 | $73,421-90.1% | $66,439-89.0% | $155,188-95.3% |
| Participation rate | 50.0% | 79.7%-29.7pp | 74.5%-24.5pp | 80.8%-30.8pp |
| Annual return | 21.96% | 1382.37%-1360.4pp | 757.66%-735.7pp | 148.84%-126.9pp |
| Employer contribution / active EE | $0 | $3,039-100.0% | $2,637-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $605 | $4,680-87.1% | $3,876-84.4% | $6,531-90.7% |
| Admin fee / account holder | $26 | $8,856-99.7% | $6,173-99.6% | $14,480-99.8% |