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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 | $5,620 | $29,733-81.1% | $56,025-90.0% | $80,959-93.1% |
| Participation rate | 7.1% | 41.7%-34.6pp | 52.5%-45.4pp | 67.7%-60.5pp |
| Annual return | 16.13% | 35.28%-19.2pp | 1712.69%-1696.6pp | 35.67%-19.5pp |
| Employer contribution / active EE | $0 | $672-100.0% | $1,042-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $21 | $1,229-98.3% | $1,955-98.9% | $4,300-99.5% |
| Admin fee / account holder | $0 | $2,434-100.0% | $2,828-100.0% | $6,925-100.0% |