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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 | $20,979 | $40,435-48.1% | $80,648-74.0% | $74,473-71.8% |
| Participation rate | 3.6% | 47.4%-43.8pp | 67.0%-63.4pp | 70.7%-67.1pp |
| Annual return | 58.13% | 165.22%-107.1pp | 937.21%-879.1pp | 34.36%+23.8pp |
| Employer contribution / active EE | $0 | $1,498-100.0% | $2,724-100.0% | $2,638-100.0% |
| Participant deferral / active EE | $383 | $2,673-85.7% | $4,443-91.4% | $4,530-91.5% |
| Admin fee / account holder | $233 | $721-67.7% | $5,382-95.7% | $347-32.9% |