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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 | $4,983 | $30,437-83.6% | $56,033-91.1% | $74,459-93.3% |
| Participation rate | 3.6% | 32.9%-29.3pp | 52.5%-48.9pp | 67.2%-63.6pp |
| Annual return | 17.47% | 24.96%-7.5pp | 1711.38%-1693.9pp | 1369.70%-1352.2pp |
| Employer contribution / active EE | $0 | $610-100.0% | $1,041-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $90 | $1,176-92.4% | $1,954-95.4% | $4,350-97.9% |
| Admin fee / account holder | $26 | $2,363-98.9% | $2,827-99.1% | $1,945-98.7% |