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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 | $6,867 | $68,097-89.9% | $62,929-89.1% | $137,256-95.0% |
| Participation rate | 11.1% | 77.4%-66.3pp | 73.1%-62.0pp | 80.0%-68.8pp |
| Annual return | 25.27% | 1859.11%-1833.8pp | 1063.93%-1038.7pp | 220.34%-195.1pp |
| Employer contribution / active EE | $0 | $2,811-100.0% | $2,505-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $361 | $4,553-92.1% | $3,888-90.7% | $6,407-94.4% |
| Admin fee / account holder | $10 | $6,521-99.8% | $5,065-99.8% | $12,270-99.9% |