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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 | $6,718 | $81,749-91.8% | $58,544-88.5% | $139,456-95.2% |
| Participation rate | 31.8% | 61.3%-29.5pp | 50.9%-19.0pp | 80.3%-48.5pp |
| Annual return | 17.90% | 7425.45%-7407.5pp | 4249.56%-4231.7pp | 373.45%-355.6pp |
| Employer contribution / active EE | $4 | $1,398-99.7% | $1,053-99.6% | $4,753-99.9% |
| Participant deferral / active EE | $6 | $2,555-99.8% | $1,923-99.7% | $6,711-99.9% |
| Admin fee / account holder | $0 | $3,272-100.0% | $2,520-100.0% | $11,407-100.0% |