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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 | $3,692 | $27,943-86.8% | $58,507-93.7% | $75,177-95.1% |
| Participation rate | 8.5% | 38.8%-30.4pp | 50.9%-42.4pp | 67.2%-58.7pp |
| Annual return | 3399.45% | 44.22%+3355.2pp | 4252.32%-852.9pp | 160.75%+3238.7pp |
| Employer contribution / active EE | $0 | $670-100.0% | $1,053-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $115 | $1,202-90.4% | $1,922-94.0% | $4,126-97.2% |
| Admin fee / account holder | $4 | $1,727-99.8% | $2,486-99.8% | $5,651-99.9% |