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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 | $6,541 | $29,733-78.0% | $56,025-88.3% | $80,959-91.9% |
| Participation rate | 2.9% | 41.7%-38.8pp | 52.5%-49.6pp | 67.7%-64.7pp |
| Annual return | 16.56% | 35.28%-18.7pp | 1712.69%-1696.1pp | 35.67%-19.1pp |
| Employer contribution / active EE | $0 | $672-100.0% | $1,042-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $225 | $1,229-81.7% | $1,955-88.5% | $4,300-94.8% |
| Admin fee / account holder | $29 | $2,434-98.8% | $2,828-99.0% | $6,925-99.6% |