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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 | $1,279 | $76,519-98.3% | $56,025-97.7% | $145,897-99.1% |
| Participation rate | 6.7% | 63.2%-56.6pp | 52.5%-45.8pp | 80.3%-73.6pp |
| Annual return | 19.20% | 3017.03%-2997.8pp | 1712.69%-1693.5pp | 552.29%-533.1pp |
| Employer contribution / active EE | $0 | $1,383-100.0% | $1,042-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $43 | $2,624-98.3% | $1,955-97.8% | $6,689-99.4% |
| Admin fee / account holder | $6 | $3,331-99.8% | $2,828-99.8% | $13,390-100.0% |