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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 | $7,741 | $96,691-92.0% | $86,656-91.1% | $139,487-94.5% |
| Participation rate | 33.3% | 74.4%-41.1pp | 71.7%-38.4pp | 80.3%-47.0pp |
| Annual return | 22.10% | 106.87%-84.8pp | 593.09%-571.0pp | 373.84%-351.7pp |
| Employer contribution / active EE | $0 | $3,267-100.0% | $3,025-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $678 | $4,838-86.0% | $4,439-84.7% | $6,713-89.9% |
| Admin fee / account holder | $36 | $6,414-99.4% | $5,619-99.4% | $11,407-99.7% |