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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 | $12,686 | $73,421-82.7% | $66,439-80.9% | $155,188-91.8% |
| Participation rate | 53.3% | 79.7%-26.4pp | 74.5%-21.2pp | 80.8%-27.5pp |
| Annual return | 10.69% | 1382.37%-1371.7pp | 757.66%-747.0pp | 148.84%-138.2pp |
| Employer contribution / active EE | $3 | $3,039-99.9% | $2,637-99.9% | $4,248-99.9% |
| Participant deferral / active EE | $404 | $4,680-91.4% | $3,876-89.6% | $6,531-93.8% |
| Admin fee / account holder | $242 | $8,856-97.3% | $6,173-96.1% | $14,480-98.3% |