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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 | $9,450 | $76,785-87.7% | $56,441-83.3% | $145,959-93.5% |
| Participation rate | 6.7% | 63.2%-56.6pp | 52.5%-45.8pp | 80.3%-73.6pp |
| Annual return | 11.99% | 3000.51%-2988.5pp | 1704.21%-1692.2pp | 561.95%-550.0pp |
| Employer contribution / active EE | $0 | $1,381-100.0% | $1,039-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $73 | $2,624-97.2% | $1,953-96.2% | $6,689-98.9% |
| Admin fee / account holder | $20 | $3,334-99.4% | $2,829-99.3% | $13,398-99.9% |