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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 | $5,227 | $28,624-81.7% | $53,647-90.3% | $82,637-93.7% |
| Participation rate | 4.0% | 47.3%-43.3pp | 56.3%-52.3pp | 68.1%-64.1pp |
| Annual return | 16.58% | 664.98%-648.4pp | 358.33%-341.8pp | 53.51%-36.9pp |
| Employer contribution / active EE | $0 | $637-100.0% | $962-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $0 | $1,196-100.0% | $1,813-100.0% | $4,126-100.0% |
| Admin fee / account holder | $26 | $2,022-98.7% | $2,460-98.9% | $7,339-99.6% |