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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 | $3,423 | $27,936-87.7% | $58,561-94.2% | $75,173-95.4% |
| Participation rate | 7.7% | 38.8%-31.2pp | 50.9%-43.2pp | 67.2%-59.5pp |
| Annual return | 37.16% | 44.21%-7.1pp | 4251.33%-4214.2pp | 160.72%-123.6pp |
| Employer contribution / active EE | $0 | $670-100.0% | $1,053-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $154 | $1,202-87.2% | $1,923-92.0% | $4,126-96.3% |
| Admin fee / account holder | $5 | $1,727-99.7% | $2,520-99.8% | $5,651-99.9% |