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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 | $5,257 | $27,924-81.2% | $58,544-91.0% | $75,181-93.0% |
| Participation rate | 4.8% | 38.8%-34.1pp | 50.9%-46.1pp | 67.2%-62.4pp |
| Annual return | 16.83% | 44.20%-27.4pp | 4249.56%-4232.7pp | 160.69%-143.9pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,053-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $177 | $1,202-85.3% | $1,923-90.8% | $4,126-95.7% |
| Admin fee / account holder | $264 | $1,726-84.7% | $2,520-89.5% | $5,650-95.3% |