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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 | $3,160 | $27,943-88.7% | $58,507-94.6% | $75,177-95.8% |
| Participation rate | 15.2% | 38.8%-23.7pp | 50.9%-35.7pp | 67.2%-52.1pp |
| Annual return | 27.04% | 44.22%-17.2pp | 4252.32%-4225.3pp | 160.75%-133.7pp |
| Employer contribution / active EE | $35 | $670-94.8% | $1,053-96.7% | $2,671-98.7% |
| Participant deferral / active EE | $55 | $1,202-95.4% | $1,922-97.1% | $4,126-98.7% |
| Admin fee / account holder | $14 | $1,727-99.2% | $2,486-99.4% | $5,651-99.8% |