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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 | $2,699 | $29,736-90.9% | $56,033-95.2% | $80,935-96.7% |
| Participation rate | 8.8% | 41.7%-32.9pp | 52.5%-43.7pp | 67.7%-58.8pp |
| Annual return | 14.48% | 35.28%-20.8pp | 1711.38%-1696.9pp | 35.66%-21.2pp |
| Employer contribution / active EE | $0 | $671-100.0% | $1,041-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $95 | $1,228-92.3% | $1,954-95.1% | $4,299-97.8% |
| Admin fee / account holder | $15 | $2,434-99.4% | $2,827-99.5% | $6,924-99.8% |