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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 | $5,327 | $72,426-92.6% | $67,560-92.1% | $145,897-96.3% |
| Participation rate | 19.0% | 76.9%-57.8pp | 72.9%-53.9pp | 80.3%-61.3pp |
| Annual return | 74.14% | 7226.78%-7152.6pp | 3533.50%-3459.4pp | 552.29%-478.1pp |
| Employer contribution / active EE | $0 | $3,074-100.0% | $2,737-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $724 | $4,785-84.9% | $4,004-81.9% | $6,689-89.2% |
| Admin fee / account holder | $24 | $5,514-99.6% | $3,994-99.4% | $13,390-99.8% |