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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 | $7,417 | $30,421-75.6% | $56,077-86.8% | $74,429-90.0% |
| Participation rate | 1.5% | 32.9%-31.4pp | 52.5%-51.0pp | 67.2%-65.7pp |
| Annual return | 24.92% | 24.94%0pp | 1709.28%-1684.4pp | 1368.38%-1343.5pp |
| Employer contribution / active EE | $0 | $610-100.0% | $1,040-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $75 | $1,175-93.6% | $1,954-96.2% | $4,348-98.3% |
| Admin fee / account holder | $34 | $2,363-98.5% | $2,825-98.8% | $1,944-98.2% |