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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 | $4,120 | $29,733-86.1% | $56,025-92.6% | $80,959-94.9% |
| Participation rate | 9.7% | 41.7%-32.0pp | 52.5%-42.8pp | 67.7%-58.0pp |
| Annual return | 21.68% | 35.28%-13.6pp | 1712.69%-1691.0pp | 35.67%-14.0pp |
| Employer contribution / active EE | $0 | $672-100.0% | $1,042-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $227 | $1,229-81.6% | $1,955-88.4% | $4,300-94.7% |
| Admin fee / account holder | $18 | $2,434-99.3% | $2,828-99.4% | $6,925-99.7% |