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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 | $7,665 | $29,733-74.2% | $56,025-86.3% | $80,959-90.5% |
| Participation rate | 5.3% | 41.7%-36.5pp | 52.5%-47.2pp | 67.7%-62.4pp |
| Annual return | 13.01% | 35.28%-22.3pp | 1712.69%-1699.7pp | 35.67%-22.7pp |
| Employer contribution / active EE | $0 | $672-100.0% | $1,042-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $91 | $1,229-92.6% | $1,955-95.3% | $4,300-97.9% |
| Admin fee / account holder | $155 | $2,434-93.6% | $2,828-94.5% | $6,925-97.8% |