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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 | $4,672 | $29,736-84.3% | $56,033-91.7% | $80,935-94.2% |
| Participation rate | 5.3% | 41.7%-36.4pp | 52.5%-47.2pp | 67.7%-62.4pp |
| Annual return | 12.73% | 35.28%-22.5pp | 1711.38%-1698.6pp | 35.66%-22.9pp |
| Employer contribution / active EE | $0 | $671-100.0% | $1,041-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $74 | $1,228-94.0% | $1,954-96.2% | $4,299-98.3% |
| Admin fee / account holder | $57 | $2,434-97.7% | $2,827-98.0% | $6,924-99.2% |