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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 | $6,426 | $52,353-87.7% | $120,225-94.7% | $82,448-92.2% |
| Participation rate | 2.1% | 58.3%-56.2pp | 69.6%-67.5pp | 68.1%-66.0pp |
| Annual return | 17.09% | 61.85%-44.8pp | 439.23%-422.1pp | 41.64%-24.5pp |
| Employer contribution / active EE | $0 | $1,510-100.0% | $3,475-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $16 | $2,627-99.4% | $3,999-99.6% | $4,139-99.6% |
| Admin fee / account holder | $126 | $4,363-97.1% | $5,696-97.8% | $7,234-98.3% |