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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 | $7,693 | $96,419-92.0% | $80,648-90.5% | $139,487-94.5% |
| Participation rate | 5.9% | 73.6%-67.8pp | 67.0%-61.1pp | 80.3%-74.5pp |
| Annual return | 0.00% | 1352.86%-1352.9pp | 937.21%-937.2pp | 373.84%-373.8pp |
| Employer contribution / active EE | $94 | $3,261-97.1% | $2,724-96.5% | $4,755-98.0% |
| Participant deferral / active EE | $353 | $5,225-93.2% | $4,443-92.1% | $6,713-94.7% |
| Admin fee / account holder | $20 | $6,605-99.7% | $5,382-99.6% | $11,407-99.8% |