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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 | $2,163 | $76,608-97.2% | $56,077-96.1% | $145,877-98.5% |
| Participation rate | 19.0% | 63.2%-44.2pp | 52.5%-33.5pp | 80.3%-61.3pp |
| Annual return | 15.75% | 3009.59%-2993.8pp | 1709.28%-1693.5pp | 551.28%-535.5pp |
| Employer contribution / active EE | $0 | $1,382-100.0% | $1,040-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $205 | $2,624-92.2% | $1,954-89.5% | $6,691-96.9% |
| Admin fee / account holder | $66 | $3,325-98.0% | $2,825-97.7% | $13,402-99.5% |