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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 | $4,192 | $29,733-85.9% | $56,025-92.5% | $80,959-94.8% |
| Participation rate | 1.3% | 41.7%-40.4pp | 52.5%-51.2pp | 67.7%-66.4pp |
| Annual return | 14.06% | 35.28%-21.2pp | 1712.69%-1698.6pp | 35.67%-21.6pp |
| Employer contribution / active EE | $0 | $672-100.0% | $1,042-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $50 | $1,229-95.9% | $1,955-97.4% | $4,300-98.8% |
| Admin fee / account holder | $41 | $2,434-98.3% | $2,828-98.6% | $6,925-99.4% |