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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 | $4,288 | $29,733-85.6% | $56,025-92.3% | $80,959-94.7% |
| Participation rate | 12.3% | 41.7%-29.4pp | 52.5%-40.2pp | 67.7%-55.3pp |
| Annual return | 13.91% | 35.28%-21.4pp | 1712.69%-1698.8pp | 35.67%-21.8pp |
| Employer contribution / active EE | $0 | $672-100.0% | $1,042-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $199 | $1,229-83.8% | $1,955-89.8% | $4,300-95.4% |
| Admin fee / account holder | $74 | $2,434-96.9% | $2,828-97.4% | $6,925-98.9% |