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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 | $2,690 | $29,733-91.0% | $56,025-95.2% | $80,959-96.7% |
| Participation rate | 7.5% | 41.7%-34.2pp | 52.5%-45.0pp | 67.7%-60.2pp |
| Annual return | 14.01% | 35.28%-21.3pp | 1712.69%-1698.7pp | 35.67%-21.7pp |
| Employer contribution / active EE | $14 | $672-97.9% | $1,042-98.6% | $2,757-99.5% |
| Participant deferral / active EE | $66 | $1,229-94.6% | $1,955-96.6% | $4,300-98.5% |
| Admin fee / account holder | $16 | $2,434-99.4% | $2,828-99.4% | $6,925-99.8% |