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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 | $9,304 | $29,319-68.3% | $52,425-82.3% | $82,448-88.7% |
| Participation rate | 3.8% | 46.9%-43.0pp | 55.6%-51.8pp | 68.1%-64.2pp |
| Annual return | 17.27% | 535.20%-517.9pp | 302.12%-284.9pp | 41.64%-24.4pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $20 | $1,171-98.3% | $1,790-98.9% | $4,139-99.5% |
| Admin fee / account holder | $29 | $1,962-98.5% | $2,495-98.9% | $7,234-99.6% |