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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 | $11,033 | $29,716-62.9% | $56,077-80.3% | $80,925-86.4% |
| Participation rate | 3.4% | 41.7%-38.2pp | 52.5%-49.1pp | 67.7%-64.2pp |
| Annual return | 12.79% | 35.30%-22.5pp | 1709.28%-1696.5pp | 35.65%-22.9pp |
| Employer contribution / active EE | $0 | $671-100.0% | $1,040-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $96 | $1,228-92.2% | $1,954-95.1% | $4,299-97.8% |
| Admin fee / account holder | $61 | $2,432-97.5% | $2,825-97.8% | $6,940-99.1% |