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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 | $8,067 | $27,936-71.1% | $58,561-86.2% | $75,173-89.3% |
| Participation rate | 3.4% | 38.8%-35.4pp | 50.9%-47.4pp | 67.2%-63.8pp |
| Annual return | 16.31% | 44.21%-27.9pp | 4251.33%-4235.0pp | 160.72%-144.4pp |
| Employer contribution / active EE | $0 | $670-100.0% | $1,053-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $64 | $1,202-94.7% | $1,923-96.7% | $4,126-98.5% |
| Admin fee / account holder | $99 | $1,727-94.3% | $2,520-96.1% | $5,651-98.2% |