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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 | $9,040 | $37,446-75.9% | $77,552-88.3% | $79,856-88.7% |
| Participation rate | 3.1% | 41.5%-38.4pp | 54.2%-51.1pp | 69.6%-66.6pp |
| Annual return | 1844.95% | 39.76%+1805.2pp | 54.82%+1790.1pp | 31.71%+1813.2pp |
| Employer contribution / active EE | $0 | $637-100.0% | $987-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $17 | $1,261-98.6% | $1,861-99.1% | $3,741-99.5% |
| Admin fee / account holder | $33 | $2,506-98.7% | $2,859-98.8% | $5,306-99.4% |