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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 | $16,383 | $58,391-71.9% | $76,667-78.6% | $72,976-77.6% |
| Participation rate | 46.7% | 67.4%-20.7pp | 72.1%-25.4pp | 69.5%-22.8pp |
| Annual return | 0.00% | 2306.65%-2306.6pp | 1166.74%-1166.7pp | 81.02%-81.0pp |
| Employer contribution / active EE | $8 | $1,787-99.5% | $2,303-99.6% | $2,440-99.7% |
| Participant deferral / active EE | $69 | $2,690-97.4% | $3,336-97.9% | $3,608-98.1% |
| Admin fee / account holder | $9 | $4,014-99.8% | $6,423-99.9% | $5,124-99.8% |