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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 | $7,610 | $29,319-74.0% | $52,425-85.5% | $82,448-90.8% |
| Participation rate | 6.5% | 46.9%-40.4pp | 55.6%-49.2pp | 68.1%-61.6pp |
| Annual return | 18.26% | 535.20%-516.9pp | 302.12%-283.9pp | 41.64%-23.4pp |
| Employer contribution / active EE | $1 | $586-99.8% | $914-99.9% | $2,551-99.9% |
| Participant deferral / active EE | $16 | $1,171-98.6% | $1,790-99.1% | $4,139-99.6% |
| Admin fee / account holder | $0 | $1,962-100.0% | $2,495-100.0% | $7,234-100.0% |