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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 | $3,513 | $29,319-88.0% | $52,425-93.3% | $82,448-95.7% |
| Participation rate | 9.1% | 46.9%-37.8pp | 55.6%-46.5pp | 68.1%-59.0pp |
| Annual return | 18.94% | 535.20%-516.3pp | 302.12%-283.2pp | 41.64%-22.7pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $40 | $1,171-96.6% | $1,790-97.8% | $4,139-99.0% |
| Admin fee / account holder | $35 | $1,962-98.2% | $2,495-98.6% | $7,234-99.5% |