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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 | $6,063 | $81,668-92.6% | $58,507-89.6% | $139,487-95.7% |
| Participation rate | 4.2% | 61.3%-57.2pp | 50.9%-46.7pp | 80.3%-76.2pp |
| Annual return | 19.39% | 7430.07%-7410.7pp | 4252.32%-4232.9pp | 373.84%-354.5pp |
| Employer contribution / active EE | $4 | $1,398-99.7% | $1,053-99.6% | $4,755-99.9% |
| Participant deferral / active EE | $6 | $2,554-99.8% | $1,922-99.7% | $6,713-99.9% |
| Admin fee / account holder | $0 | $3,212-100.0% | $2,486-100.0% | $11,407-100.0% |