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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 | $7,708 | $29,716-74.1% | $56,077-86.3% | $80,925-90.5% |
| Participation rate | 3.0% | 41.7%-38.7pp | 52.5%-49.5pp | 67.7%-64.6pp |
| Annual return | 11.74% | 35.30%-23.6pp | 1709.28%-1697.5pp | 35.65%-23.9pp |
| Employer contribution / active EE | $0 | $671-100.0% | $1,040-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $16 | $1,228-98.7% | $1,954-99.2% | $4,299-99.6% |
| Admin fee / account holder | $48 | $2,432-98.0% | $2,825-98.3% | $6,940-99.3% |