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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 | $5,108 | $29,667-82.8% | $56,441-90.9% | $80,874-93.7% |
| Participation rate | 3.2% | 41.7%-38.4pp | 52.5%-49.3pp | 67.6%-64.4pp |
| Annual return | 17.26% | 35.22%-18.0pp | 1704.21%-1687.0pp | 35.62%-18.4pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,039-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $102 | $1,227-91.7% | $1,953-94.8% | $4,297-97.6% |
| Admin fee / account holder | $19 | $2,429-99.2% | $2,829-99.3% | $6,935-99.7% |