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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 | $4,880 | $29,319-83.4% | $52,425-90.7% | $82,448-94.1% |
| Participation rate | 2.6% | 46.9%-44.3pp | 55.6%-53.1pp | 68.1%-65.5pp |
| Annual return | 16.53% | 535.20%-518.7pp | 302.12%-285.6pp | 41.64%-25.1pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $21 | $1,171-98.2% | $1,790-98.8% | $4,139-99.5% |
| Admin fee / account holder | $31 | $1,962-98.4% | $2,495-98.8% | $7,234-99.6% |