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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 | $7,261 | $167,030-95.7% | $135,768-94.7% | $155,188-95.3% |
| Participation rate | 8.3% | 76.2%-67.8pp | 71.1%-62.7pp | 80.8%-72.5pp |
| Annual return | 36.32% | 678.39%-642.1pp | 526.10%-489.8pp | 148.84%-112.5pp |
| Employer contribution / active EE | $0 | $4,132-100.0% | $3,394-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $297 | $4,528-93.4% | $3,977-92.5% | $6,531-95.5% |
| Admin fee / account holder | $41 | $8,172-99.5% | $7,048-99.4% | $14,480-99.7% |