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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 | $11,674 | $57,305-79.6% | $86,640-86.5% | $75,173-84.5% |
| Participation rate | 2.6% | 63.2%-60.6pp | 71.7%-69.1pp | 67.2%-64.6pp |
| Annual return | 59.68% | 2674.24%-2614.6pp | 592.52%-532.8pp | 160.72%-101.0pp |
| Employer contribution / active EE | $122 | $2,316-94.8% | $3,024-96.0% | $2,671-95.5% |
| Participant deferral / active EE | $328 | $3,320-90.1% | $4,438-92.6% | $4,126-92.1% |
| Admin fee / account holder | $49 | $4,116-98.8% | $5,616-99.1% | $5,651-99.1% |