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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 | $9,597 | $100,203-90.4% | $85,240-88.7% | $145,897-93.4% |
| Participation rate | 6.3% | 74.1%-67.9pp | 67.5%-61.3pp | 80.3%-74.1pp |
| Annual return | 0.00% | 84.28%-84.3pp | 66.75%-66.8pp | 552.29%-552.3pp |
| Employer contribution / active EE | $99 | $3,242-96.9% | $2,735-96.4% | $4,663-97.9% |
| Participant deferral / active EE | $495 | $5,299-90.6% | $4,527-89.1% | $6,689-92.6% |
| Admin fee / account holder | $15 | $7,265-99.8% | $6,165-99.8% | $13,390-99.9% |