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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 | $79,633 | $103,000-22.7% | $90,300-11.8% | $152,885-47.9% |
| Participation rate | 9.1% | 75.9%-66.8pp | 73.3%-64.2pp | 82.5%-73.4pp |
| Annual return | 0.00% | 95.19%-95.2pp | 78.11%-78.1pp | 345.39%-345.4pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $2,854-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $335 | $4,281-92.2% | $3,884-91.4% | $5,851-94.3% |
| Admin fee / account holder | $42 | $6,173-99.3% | $5,353-99.2% | $11,598-99.6% |