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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 | $6,665 | $27,936-76.1% | $58,561-88.6% | $75,173-91.1% |
| Participation rate | 3.2% | 38.8%-35.6pp | 50.9%-47.6pp | 67.2%-64.0pp |
| Annual return | 17.88% | 44.21%-26.3pp | 4251.33%-4233.4pp | 160.72%-142.8pp |
| Employer contribution / active EE | $0 | $670-100.0% | $1,053-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $17 | $1,202-98.6% | $1,923-99.1% | $4,126-99.6% |
| Admin fee / account holder | $49 | $1,727-97.2% | $2,520-98.1% | $5,651-99.1% |